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Meristem Family Wealth’s PNC Financial Services PNC Stock Holding History

Meristem Family Wealth’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$205K Sell
1,111
-438
-28% -$88.5K 0.02% 325
2021
Q4 		$311K Buy
1,549
+431
+39% +$87.7K 0.03% 295
2021
Q3 		$219K Buy
+1,118
New +$211K 0.02% 378

Other funds holding PNC

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Meristem Family Wealth's PNC Position: Q1 2022 in Review

Meristem Family Wealth reduced its PNC Financial Services (PNC) stake by 28% in Q1 2022, selling an estimated $88.5K and leaving 1,111 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #325.

Meristem Family Wealth first reported a position in PNC in Q3 2021 and has held it in 3 quarters since. The position peaked at $311K in Q4 2021. 1,531 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Meristem Family Wealth held 1,111 shares of PNC Financial Services worth $205K as of Q1 2022.
  • Meristem Family Wealth sold 438 PNC Financial Services shares in Q1 2022, an estimated $88.5K.
  • PNC Financial Services made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #325 holding.
  • Meristem Family Wealth first reported a position in PNC Financial Services in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's PNC Financial Services position peaked at $311K in Q4 2021.
  • 1,531 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.