Advisory Research’s PENN Entertainment PENN Stock Holding History

Advisory Research’s Portfolio PENN Stock Details PENN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,233	Closed	-$671K	–	337
2020 Q3	$671K	Buy	+9,233	New	+$453K	0.07%	216

Other funds holding PENN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's PENN Position: Q4 2020 in Review

Advisory Research sold out of PENN Entertainment (PENN) in Q4 2020, closing a stake of 9,233 shares — an estimated $671K sold.

Advisory Research first reported a position in PENN in Q3 2020 and held it in 1 quarter. The position peaked at $671K in Q3 2020. 493 funds tracked by Wall St. Rank hold PENN as of Q4 2020.

Advisory Research reported no remaining PENN Entertainment position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 9,233 PENN Entertainment shares in Q4 2020, an estimated $671K.
Advisory Research first reported a position in PENN Entertainment in Q3 2020 and held it in 1 quarter.
Advisory Research's PENN Entertainment position peaked at $671K in Q3 2020.
493 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.