Q4 2021 13F Holders as of 31 Dec 2021
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Type / Class
-
Equity / CORE EQTY FD IN
-
Total 13F shares
-
92,528
-
Share change
-
+52,297
-
Total reported value
-
$5,880,000
-
Price per share
-
$63.55
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Number of holders
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7
-
Value change
-
+$3,322,433
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Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of PARNASSUS INCOME FDS - CORE EQTY FD IN as of Q4 2021
As of 31 Dec 2021 PARNASSUS INCOME FDS - CORE EQTY FD IN had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 92,528 shares of stock of the company.
Largest 7 holders included Fulton Bank, N.A., ENTERPRISE FINANCIAL SERVICES CORP, GOFEN & GLOSSBERG LLC /IL/, Summit Global Investments, PALLADIUM PARTNERS LLC, Williams Jones Wealth Management, LLC., and Barrett Asset Management, LLC.
This table shows 7 institutional shareholders of the security as of 31 Dec 2021.
| 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.