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Harold R. Carpenter

@Pinnacle Financial Partners Inc

Latest period2024 - Q3ReportedManaged Assets$4.977BTotal holdings519
Assets growth rate6.48%Assets growth rate (2-Q avg)3.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Financial Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Pinnacle Financial Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.977B in assets, with a quarterly growth rate of 6.48% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Harold R. Carpenter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.5%
4.88%
$242.851M
564,376 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Decreased -10.24%
4.43%
$220.273M
945,378 shares@ $233.0 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.27%
3.82%
$190.058M
360,184 shares@ $527.68 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.93%
3.65%
$181.647M
316,590 shares@ $573.77 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.05%
3.34%
$166.053M
891,176 shares@ $186.34 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.02%
2.86%
$142.159M
243,140 shares@ $584.68 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.01%
2.71%
$134.563M
811,354 shares@ $165.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.62%
2.66%
$132.192M
626,920 shares@ $210.86 avg price
VVisa Inc
Recent Activity
Increased 0.33%
2.37%
$117.846M
428,607 shares@ $274.96 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -2.24%
2.09%
$103.983M
255,844 shares@ $406.43 avg price