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Pentair cs shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Pentair cs (PNR) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Pentair cs

Tip: Access up to 7 years of quarterly data

All positions including Pentair cs held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pentair cs by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $703k 9.7k 72.71
2023-09-30 $1.0M 16k 64.75
2023-06-30 $1.1M 17k 64.60
2023-03-31 $1.1M 19k 55.27
2021-12-31 $639k 8.7k 73.04
2021-09-30 $653k 9.0k 72.65
2021-06-30 $620k 9.2k 67.44
2021-03-31 $686k 11k 62.34
2020-12-31 $650k 12k 53.09

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Sherwin-Williams Company (SHW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Pentair SHS (PNR)
Caterpillar (CAT)
Clorox Company (CLX)
A. O. Smith Corporation (AOS)

View all positions for Sound Financial Strategies Group

Top funds holding Pentair cs

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Ubs Global Asset Management Americas
Select Equity
Balyasny Asset Management
DekaBank Deutsche Girozentrale
Gates Capital Management
Legal & General Group
Allianz Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Parnassus Investments

View all funds holding Pentair cs