SMFS
PNR icon

Squar Milner Financial Services’s Pentair PNR Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-8
Closed – – 566
2020
Q1 		$0 Hold
8
– – ﹤0.01% 842
2019
Q4 		$0 Buy
+8
New +$338 ﹤0.01% 852
2019
Q3 		– Sell
-8
Closed – – 573
2019
Q2 		$0 Hold
8
– – ﹤0.01% 864
2019
Q1 		$0 Hold
8
– – ﹤0.01% 839
2018
Q4 		$0 Hold
8
– – ﹤0.01% 765
2018
Q3 		$0 Hold
8
– – ﹤0.01% 839
2018
Q2 		$0 Buy
+8
New +$360 ﹤0.01% 844

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's PNR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Pentair (PNR) in Q2 2020, closing a stake of 8 shares.

Squar Milner Financial Services first reported a position in PNR in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q1 2020. 441 funds tracked by Wall St. Rank hold PNR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Pentair position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 8 Pentair shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Pentair in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Pentair position peaked at $0 in Q1 2020.
  • 441 funds tracked by Wall St. Rank held Pentair as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.