USS Investment Management’s Pinnacle West Capital PNW Stock Holding History

USS Investment Management’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
2023 Q1	–	Sell	-33,403	Closed	-$2.54M	–	592
2022 Q4	$2.54M	Hold	33,403	–	–	0.04%	456
2022 Q3	$2.16M	Hold	33,403	–	–	0.03%	478
2022 Q2	$2.44M	Hold	33,403	–	–	0.02%	526
2022 Q1	$2.61M	Buy	33,403 +8,515	+34%	+$609K	0.02%	545
2021 Q4	$1.76M	Hold	24,888	–	–	0.01%	649
2021 Q3	$1.8M	Buy	24,888 +8,748	+54%	+$693K	0.02%	646
2021 Q2	$1.32M	Hold	16,140	–	–	0.01%	489
2021 Q1	$1.31M	Hold	16,140	–	–	0.01%	471
2020 Q4	$1.29M	Hold	16,140	–	–	0.01%	450
2020 Q3	$1.2M	Hold	16,140	–	–	0.01%	445
2020 Q2	$1.18M	Buy	+16,140	New	+$1.22M	0.01%	445

Other funds holding PNW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

USS Investment Management's PNW Position: Q1 2023 in Review

USS Investment Management sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 33,403 shares — an estimated $2.54M sold.

USS Investment Management first reported a position in PNW in Q2 2020 and held it in 11 quarters. The position peaked at $2.61M in Q1 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

USS Investment Management reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
USS Investment Management sold 33,403 Pinnacle West Capital shares in Q1 2023, an estimated $2.54M.
USS Investment Management first reported a position in Pinnacle West Capital in Q2 2020 and held it in 11 quarters.
USS Investment Management's Pinnacle West Capital position peaked at $2.61M in Q1 2022.
521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on USS Investment Management's 13F filing for Q1 2023, filed 15 May 2023.