Summit Global Investments - Parnassus Core Equity Fd ownership

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Parnassus Core Equity Fd's ticker is and the CUSIP is 701769408. A total of 7 filers reported holding Parnassus Core Equity Fd in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Filings
Quarter-by-quarter ownership
Summit Global Investments ownership history of Parnassus Core Equity Fd
ValueSharesWeighting
Q4 2021$625,000
+14.5%
9,837
+11.2%
0.04%
+21.2%
Q2 2021$546,000
+7.3%
8,849
+0.1%
0.03%0.0%
Q1 2021$509,000–8,839–0.03%–
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Other shareholders
Parnassus Core Equity Fd shareholders Q4 2021
NameSharesValueWeighting ↓
Register Financial Advisors LLC 6,279$295,3200.19%
FULTON BANK, N.A. 37,795$1,7780.10%
NORTHSTAR ASSET MANAGEMENT Co LLC 5,213$245,1460.08%
Coston, McIsaac & Partners 887$410.02%
GOFEN & GLOSSBERG LLC /IL/ 12,177$5730.02%
Williams Jones Wealth Management, LLC. 5,049$237,4430.00%
RE Dickinson Investment Advisors, LLC 92$40.00%
View complete list of Parnassus Core Equity Fd shareholders