LIM
PNW icon

Longfellow Investment Management’s Pinnacle West Capital PNW Stock Holding History

Longfellow Investment Management’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,923
Closed -$189K – 315
2022
Q3 		$189K Hold
2,923
– – 0.04% 176
2022
Q2 		$214K Buy
2,923
+1,086
+59% +$81.2K 0.05% 183
2022
Q1 		$144K Hold
1,837
– – 0.02% 233
2021
Q4 		$130K Hold
1,837
– – 0.02% 244
2021
Q3 		$133K Hold
1,837
– – 0.02% 254
2021
Q2 		$151K Sell
1,837
-1,208
-40% -$102K 0.02% 254
2021
Q1 		$248K Hold
3,045
– – 0.03% 299
2020
Q4 		$244K Buy
+3,045
New +$251K 0.03% 250

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Longfellow Investment Management's PNW Position: Q4 2022 in Review

Longfellow Investment Management sold out of Pinnacle West Capital (PNW) in Q4 2022, closing a stake of 2,923 shares — an estimated $189K sold.

Longfellow Investment Management first reported a position in PNW in Q4 2020 and held it in 8 quarters. The position peaked at $248K in Q1 2021. 536 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • Longfellow Investment Management reported no remaining Pinnacle West Capital position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 2,923 Pinnacle West Capital shares in Q4 2022, an estimated $189K.
  • Longfellow Investment Management first reported a position in Pinnacle West Capital in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's Pinnacle West Capital position peaked at $248K in Q1 2021.
  • 536 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.