Sabal Trust’s Pinnacle West Capital PNW Stock Holding History

Sabal Trust’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-204,440	Closed	-$14.8M	–	157
2021 Q3	$14.8M	Buy	+204,440	New	+$16.2M	1.06%	45

Other funds holding PNW

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sabal Trust's PNW Position: Q4 2021 in Review

Sabal Trust sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 204,440 shares — an estimated $14.8M sold.

Sabal Trust first reported a position in PNW in Q3 2021 and held it in 1 quarter. The position peaked at $14.8M in Q3 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

Sabal Trust reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
Sabal Trust sold 204,440 Pinnacle West Capital shares in Q4 2021, an estimated $14.8M.
Sabal Trust first reported a position in Pinnacle West Capital in Q3 2021 and held it in 1 quarter.
Sabal Trust's Pinnacle West Capital position peaked at $14.8M in Q3 2021.
498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Sabal Trust's 13F filing for Q4 2021, filed 21 Jan 2022.