PRBLX
Parnassus Core Equity Fund
1W: -0.7%
1M: -0.2%
3M: +0.1%
YTD: +9.1%
1Y: +9.4%
3Y: +60.8%
5Y: +54.6%
$61.61
+0.66 (+1.08%)
Weekly Expected Move ±1.4%
$59
$60
$61
$62
$63
Institutional Ownership — PRBLX
4
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 13,430 | $827K | — | +0.0% | 9Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 4,226 | $260K | — | +0.0% | 16Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 3,779 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 90 | $6K | — | +0.0% | 4Q | SEC ↗ |
| 5 | Garton & Associates Financial Advisors | 0 | $0K | -90 | -100.0% | 1Q | SEC ↗ |
| 6 | Fairfield Financial Advisors, LTD | 0 | $0K | -286,329 | -100.0% | 8Q | SEC ↗ |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | $0K | -17,633 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 3,779 | $233K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fairfield Financial Advisors, LTD | 286,329 | $18M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 17,633 | $1M |
| Garton & Associates Financial Advis | 90 | $6K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.