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PINNACLE FINANCIAL PARTNERS INC

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NASHVILLE TN
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Pinnacle Financial Partners is based out of Nashville. Their last reported 13F filing for Q4 2023 included $4,211,398,923 in managed 13F securities and a top 10 holdings concentration of 32.62%. Pinnacle Financial Partners's largest holding is Microsoft Corp. with shares held of 573,803. Whalewisdom has at least 65 13F filings, and 279 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2016-03-15. The notice included securities offered of Equity

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.12%
AAPL Apple Inc 4.8%
VOO VANGUARD 500 INDEX F 3.77%
SPY SPDR S&P 500 ETF TRU 3.41%
AMZN Amazon.com Inc. 3.28%

2023-12-31

13F Activity

Market Value $4.21b, Prior: $3.87b
New Purchases 31 stocks
Added To 170 stocks
Sold out of 15 stocks
Reduced holdings in 194 stocks
Top 10 Holdings % 32.62%
Turnover %[1] 8.75%
Turnover Alt %[2] 3.06%
Time Held Top 20 21.35 quarters
Time Held Top 10 18.1 quarters
Time Held All 22.54 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance