Mutual Advisors’s Pentair PNR Stock Holding History

Mutual Advisors’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
2023 Q4	–	Sell	-3,604	Closed	-$233K	–	1055
2023 Q3	$233K	Buy	+3,604	New	+$243K	0.01%	872

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's PNR Position: Q4 2023 in Review

Mutual Advisors sold out of Pentair (PNR) in Q4 2023, closing a stake of 3,604 shares — an estimated $233K sold.

Mutual Advisors first reported a position in PNR in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 609 funds tracked by Wall St. Rank hold PNR as of Q4 2023.

Mutual Advisors reported no remaining Pentair position as of Q4 2023 after selling out during the quarter.
Mutual Advisors sold 3,604 Pentair shares in Q4 2023, an estimated $233K.
Mutual Advisors first reported a position in Pentair in Q3 2023 and held it in 1 quarter.
Mutual Advisors's Pentair position peaked at $233K in Q3 2023.
609 funds tracked by Wall St. Rank held Pentair as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.