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Morton Brown Family Wealth’s Pentair PNR Stock Holding History

Morton Brown Family Wealth’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17
Closed -$1K – 191
2021
Q4 		$1K Buy
+17
New +$1.25K ﹤0.01% 206

Other funds holding PNR

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's PNR Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Pentair (PNR) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in PNR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 554 funds tracked by Wall St. Rank hold PNR as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Pentair position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 17 Pentair shares in Q1 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Pentair in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Pentair position peaked at $1K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Pentair as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.