PFPMX
Parnassus Mid Cap Fund Institutional Shares
1W: +0.6%
1M: -3.2%
3M: -7.6%
YTD: +1.2%
1Y: +0.8%
3Y: +42.1%
5Y: +15.5%
$39.66
+0.23 (+0.58%)
Weekly Expected Move ±1.5%
$38
$39
$39
$40
$41
Institutional Ownership — PFPMX
2
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 1,977 | 78K | — | +0.0% | 16Q | SEC ↗ |
| 2 | RICHARDSON FINANCIAL SERVICES INC. | 1,014 | 40K | -44 | -4.2% | 10Q | SEC ↗ |
| 3 | Garton & Associates Financial Advisors | 0 | 0K | -148 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 148 | 6K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | -44 | -4.2% | 1,014 |