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Sugarloaf Wealth Management’s Pentair PNR Stock Holding History

Sugarloaf Wealth Management’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
2024
Q3 		– Sell
-1
Closed -$77 – 704
2024
Q2 		$77 Hold
1
– – ﹤0.01% 656
2024
Q1 		$85 Hold
1
– – ﹤0.01% 666
2023
Q4 		$73 Hold
1
– – ﹤0.01% 677
2023
Q3 		$65 Hold
1
– – ﹤0.01% 673
2023
Q2 		$65 Hold
1
– – ﹤0.01% 685
2023
Q1 		$55 Hold
1
– – ﹤0.01% 692
2022
Q4 		$45 Hold
1
– – ﹤0.01% 776
2022
Q3 		$1K Hold
1
– – ﹤0.01% 792
2022
Q2 		$11K Buy
+1
New +$50 ﹤0.01% 514
2021
Q1 		– Sell
-1
Closed -$57 – 776
2020
Q4 		$0 Hold
1
– – ﹤0.01% 749
2020
Q3 		$0 Hold
1
– – ﹤0.01% 713
2020
Q2 		$0 Hold
1
– – ﹤0.01% 720
2020
Q1 		$0 Hold
1
– – ﹤0.01% 729
2019
Q4 		$0 Buy
+1
New +$42 ﹤0.01% 705

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's PNR Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Pentair (PNR) in Q3 2024, closing a stake of 1 share — an estimated $77 sold.

Sugarloaf Wealth Management first reported a position in PNR in Q4 2019 and held it in 14 quarters. The position peaked at $11K in Q2 2022. 672 funds tracked by Wall St. Rank hold PNR as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Pentair position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 Pentair share in Q3 2024, an estimated $77.
  • Sugarloaf Wealth Management first reported a position in Pentair in Q4 2019 and held it in 14 quarters.
  • Sugarloaf Wealth Management's Pentair position peaked at $11K in Q2 2022.
  • 672 funds tracked by Wall St. Rank held Pentair as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.