MLL
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Moody Lynn & Lieberson’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Moody Lynn & Lieberson’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
2020
Q2 		– Sell
-6,227
Closed -$234K – 192
2020
Q1 		$234K Sell
6,227
-231
-4% -$12.5K 0.03% 150
2019
Q4 		$413K Sell
6,458
-385
-6% -$23.2K 0.04% 169
2019
Q3 		$388K Buy
6,843
+45
+0.7% +$2.52K 0.04% 152
2019
Q2 		$391K Hold
6,798
– – 0.04% 164
2019
Q1 		$372K Sell
6,798
-234
-3% -$12.9K 0.04% 162
2018
Q4 		$324K Hold
7,032
– – 0.04% 167
2018
Q3 		$423K Sell
7,032
-17
-0.2% -$1.08K 0.04% 170
2018
Q2 		$432K Sell
7,049
-145
-2% -$9.42K 0.05% 167
2018
Q1 		$462K Sell
7,194
-94
-1% -$6.14K 0.06% 158
2017
Q4 		$460K Buy
7,288
+166
+2% +$11K 0.05% 175
2017
Q3 		$477K Sell
7,122
-33
-0.5% -$2.08K 0.06% 159
2017
Q2 		$449K Buy
7,155
+278
+4% +$17.6K 0.06% 164
2017
Q1 		$457K Buy
6,877
+14
+0.2% +$945 0.06% 127
2016
Q4 		$476K Sell
6,863
-3,373
-33% -$204K 0.07% 118
2016
Q3 		$554K Sell
10,236
-468
-4% -$25.3K 0.09% 105
2016
Q2 		$523K Buy
10,704
+128
+1% +$6.27K 0.09% 98
2016
Q1 		$519K Sell
10,576
-356
-3% -$17K 0.08% 103
2015
Q4 		$561K Buy
10,932
+200
+2% +$10.6K 0.09% 113
2015
Q3 		$530K Buy
10,732
+1,574
+17% +$79.6K 0.1% 101
2015
Q2 		$498K Buy
9,158
+299
+3% +$14.8K 0.08% 118
2015
Q1 		$394K Buy
8,859
+134
+2% +$5.38K 0.06% 122
2014
Q4 		$345K Sell
8,725
-385
-4% -$14.5K 0.05% 146
2014
Q3 		$329K Hold
9,110
– – 0.05% 139
2014
Q2 		$360K Sell
9,110
-261
-3% -$9.36K 0.05% 138
2014
Q1 		$351K Sell
9,371
-118
-1% -$4.07K 0.05% 143
2013
Q4 		$309K Buy
9,489
+529
+6% +$16.7K 0.04% 163
2013
Q3 		$267K Buy
+8,960
New +$256K 0.04% 155

Other funds holding PNFP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moody Lynn & Lieberson's PNFP Position: Q2 2020 in Review

Moody Lynn & Lieberson sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2020, closing a stake of 6,227 shares — an estimated $234K sold.

Moody Lynn & Lieberson first reported a position in PNFP in Q3 2013 and held it in 27 quarters. The position peaked at $561K in Q4 2015. 282 funds tracked by Wall St. Rank hold PNFP as of Q2 2020.

  • Moody Lynn & Lieberson reported no remaining Pinnacle Financial Partners Inc position as of Q2 2020 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 6,227 Pinnacle Financial Partners Inc shares in Q2 2020, an estimated $234K.
  • Moody Lynn & Lieberson first reported a position in Pinnacle Financial Partners Inc in Q3 2013 and held it in 27 quarters.
  • Moody Lynn & Lieberson's Pinnacle Financial Partners Inc position peaked at $561K in Q4 2015.
  • 282 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2020, filed 24 Jul 2020.