Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Mutual Fund
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
43,937
-
Shares change
-
+29,881
-
Total reported value, excl. options
-
$2,529,000
-
Value change
-
+$1,720,081
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$57.56
Significant Holders of Parnassus Core Equity Institutional - Mutual Fund as of Q1 2021
4 filings reported holding 701769408 - Parnassus Core Equity Institutional - Mutual Fund as of Q1 2021.
Parnassus Core Equity Institutional - Mutual Fund has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43,937 shares
.
Largest 4 shareholders include Fulton Bank, N.A. (21,058 shares), GOFEN & GLOSSBERG LLC /IL/ (9,797 shares), Summit Global Investments (8,839 shares), and Williams Jones Wealth Management, LLC. (4,243 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.