Monarch Partners Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Monarch Partners Asset Management’s Portfolio PNFP Stock Details PNFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-34,701	Closed	-$2.81M	–	153
2022 Q3	$2.81M	Buy	34,701 +5,646	+19%	+$451K	0.85%	46
2022 Q2	$2.1M	Buy	29,055 +24,585	+550%	+$1.94M	0.59%	88
2022 Q1	$412K	Sell	4,470 -5,535	-55%	-$547K	0.09%	149
2021 Q4	$955K	Buy	10,005 +2,265	+29%	+$222K	0.19%	148
2021 Q3	$728K	Buy	+7,740	New	+$712K	0.11%	144
2021 Q1	–	Sell	-141,491	Closed	-$9.11M	–	183
2020 Q4	$9.11M	Buy	+141,491	New	+$7.29M	1.59%	7
2019 Q3	–	Sell	-114,200	Closed	-$6.56M	–	187
2019 Q2	$6.56M	Buy	114,200 +28,880	+34%	+$1.63M	0.94%	50
2019 Q1	$4.67M	Buy	85,320 +53,651	+169%	+$2.96M	0.7%	62
2018 Q4	$1.46M	Sell	31,669 -221,036	-87%	-$11.7M	0.21%	91
2018 Q3	$15.2M	Buy	252,705 +54,760	+28%	+$3.47M	1.38%	17
2018 Q2	$12.1M	Buy	+197,945	New	+$12.9M	1.1%	32

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Monarch Partners Asset Management's PNFP Position: Q4 2022 in Review

Monarch Partners Asset Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2022, closing a stake of 34,701 shares — an estimated $2.81M sold.

Monarch Partners Asset Management first reported a position in PNFP in Q2 2018 and held it in 11 quarters. The position peaked at $15.2M in Q3 2018. 420 funds tracked by Wall St. Rank hold PNFP as of Q4 2022.

Monarch Partners Asset Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 34,701 Pinnacle Financial Partners Inc shares in Q4 2022, an estimated $2.81M.
Monarch Partners Asset Management first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and held it in 11 quarters.
Monarch Partners Asset Management's Pinnacle Financial Partners Inc position peaked at $15.2M in Q3 2018.
420 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.