test

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
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.01%
$210,743
183 shares@ $1151.61 avg price
NOBLProshares Tr
Recent Activity
New Position
0.01%
$208,716
1,955 shares@ $106.77 avg price
DGXQuest Diagnostics Inc
Recent Activity
New Position
0.01%
$208,657
1,344 shares@ $155.26 avg price
USFDUs Foods Hldg Corp
Recent Activity
New Position
0.01%
$203,567
3,310 shares@ $61.51 avg price
FCXFreeport-mcmoran Inc
Recent Activity
New Position
0.01%
$200,878
4,024 shares@ $49.92 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$185,250
15,000 shares@ $12.35 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.01%
$99,440
400 shares@ $248.6 avg price
EFXEquifax Inc
Recent Activity
New Position
0.01%
$84,632
288 shares@ $293.87 avg price
WRBBerkley W R Corp
Recent Activity
New Position
0.01%
$83,223
1,467 shares@ $56.74 avg price
PFGPrincipal Financial Group In
Recent Activity
New Position
0.01%
$57,038
664 shares@ $85.91 avg price