MLFP
PNR icon

MPS Loria Financial Planners’s Pentair PNR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-11
Closed – – 454
2021
Q1 		$0 Hold
11
– – ﹤0.01% 625
2020
Q4 		$1K Buy
11
+8
+267% +$410 ﹤0.01% 568
2020
Q3 		$0 Hold
3
– – ﹤0.01% 341
2020
Q2 		$0 Buy
+3
New +$106 ﹤0.01% 341
2017
Q3 		– Sell
-4
Closed – – 272
2017
Q2 		$0 Buy
+4
New +$175 ﹤0.01% 398

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's PNR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Pentair (PNR) in Q2 2021, closing a stake of 11 shares.

MPS Loria Financial Planners first reported a position in PNR in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 518 funds tracked by Wall St. Rank hold PNR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Pentair position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 Pentair shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Pentair in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Pentair position peaked at $1K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Pentair as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.