MIFH
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Migdal Insurance & Financial Holdings’s Pinnacle West Capital PNW Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q3 		– Sell
-61
Closed -$5K – 494
2024
Q2 		$5K Buy
+61
New +$4.6K ﹤0.01% 486
2022
Q3 		– Sell
-2,315
Closed -$169K – 590
2022
Q2 		$169K Buy
2,315
+325
+16% +$24.3K ﹤0.01% 248
2022
Q1 		$155K Buy
1,990
+707
+55% +$50.6K ﹤0.01% 294
2021
Q4 		$90K Buy
1,283
+57
+5% +$3.83K ﹤0.01% 377
2021
Q3 		$89K Buy
1,226
+154
+14% +$12.2K ﹤0.01% 369
2021
Q2 		$88K Buy
1,072
+159
+17% +$13.4K ﹤0.01% 419
2021
Q1 		$74K Buy
913
+203
+29% +$15.7K ﹤0.01% 503
2020
Q4 		$57K Sell
710
-65
-8% -$5.36K ﹤0.01% 501
2020
Q3 		$58K Sell
775
-134
-15% -$10.3K ﹤0.01% 554
2020
Q2 		$67K Sell
909
-5
-0.5% -$378 ﹤0.01% 482
2020
Q1 		$69K Buy
+914
New +$82.9K ﹤0.01% 442

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PNW Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 61 shares — an estimated $5K sold.

Migdal Insurance & Financial Holdings first reported a position in PNW in Q1 2020 and held it in 11 quarters. The position peaked at $169K in Q2 2022. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 61 Pinnacle West Capital shares in Q3 2024, an estimated $5K.
  • Migdal Insurance & Financial Holdings first reported a position in Pinnacle West Capital in Q1 2020 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's Pinnacle West Capital position peaked at $169K in Q2 2022.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.