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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
CVSCvs Health Corp
Recent Activity
Decreased -22.95%
0.48%
$23.861M
379,462 shares@ $62.89 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -2.58%
0.47%
$23.014M
60,299 shares@ $381.67 avg price
CPRTCopart Inc
Recent Activity
Decreased -1.09%
0.46%
$22.594M
431,179 shares@ $52.41 avg price
USBUs Bancorp Del
Recent Activity
Decreased -12.06%
0.45%
$22.213M
485,752 shares@ $45.74 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.58%
0.45%
$22.064M
528,221 shares@ $41.78 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -6.04%
0.45%
$21.966M
276,585 shares@ $79.43 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.62%
0.43%
$21.111M
36,879 shares@ $572.45 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -0.56%
0.39%
$19.058M
13,354 shares@ $1427.14 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -5.2%
0.39%
$18.983M
33,324 shares@ $569.66 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -7.18%
0.38%
$18.712M
61,920 shares@ $302.21 avg price