MBFW
PINC

Morton Brown Family Wealth’s Premier PINC Stock Holding History

Morton Brown Family Wealth’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-88
Closed -$3K – 308
2022
Q2 		$3K Buy
+88
New +$3.22K ﹤0.01% 182

Other funds holding PINC

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morton Brown Family Wealth's PINC Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Premier (PINC) in Q3 2022, closing a stake of 88 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in PINC in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 258 funds tracked by Wall St. Rank hold PINC as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Premier position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 88 Premier shares in Q3 2022, an estimated $3K.
  • Morton Brown Family Wealth first reported a position in Premier in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Premier position peaked at $3K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Premier as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.