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Pentair cs shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Pentair cs (PNR) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Pentair cs

Tip: Access up to 7 years of quarterly data

All positions including Pentair cs held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pentair cs by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 20k 97.79
2024-06-30 $1.6M 21k 76.67

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Pentair cs

Vanguard Group
BlackRock
State Street Corporation
Impax Asset Management Group
FMR
Pictet Asset Management Holding SA
Amundi
Geode Capital Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Dimensional Fund Advisors
ProShare Advisors
Massachusetts Financial Services
Millennium Management

View all funds holding Pentair cs