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Mondrian Investment Partners’s Pinnacle West Capital PNW Stock Holding History

Mondrian Investment Partners’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
2021
Q4 		– Sell
-825
Closed -$60K – 130
2021
Q3 		$60K Hold
825
– – ﹤0.01% 119
2021
Q2 		$68K Hold
825
– – ﹤0.01% 117
2021
Q1 		$70K Buy
825
+184
+29% +$14.2K ﹤0.01% 113
2020
Q4 		$51K Hold
641
– – ﹤0.01% 106
2020
Q3 		$52K Hold
641
– – ﹤0.01% 98
2020
Q2 		$47K Buy
+641
New +$48.4K ﹤0.01% 98

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Mondrian Investment Partners's PNW Position: Q4 2021 in Review

Mondrian Investment Partners sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 825 shares — an estimated $60K sold.

Mondrian Investment Partners first reported a position in PNW in Q2 2020 and held it in 6 quarters. The position peaked at $70K in Q1 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • Mondrian Investment Partners reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
  • Mondrian Investment Partners sold 825 Pinnacle West Capital shares in Q4 2021, an estimated $60K.
  • Mondrian Investment Partners first reported a position in Pinnacle West Capital in Q2 2020 and held it in 6 quarters.
  • Mondrian Investment Partners's Pinnacle West Capital position peaked at $70K in Q1 2021.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Mondrian Investment Partners's 13F filing for Q4 2021, filed 9 Feb 2022.