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Atom Investors’s Penumbra PEN Stock Holding History

Atom Investors’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,548
Closed -$641K – 653
2023
Q4 		$641K Buy
+2,548
New +$563K 0.11% 239
2021
Q3 		– Sell
-1,952
Closed -$535K – 366
2021
Q2 		$535K Sell
1,952
-7,701
-80% -$2.1M 0.07% 162
2021
Q1 		$2.61M Buy
+9,653
New +$2.49M 0.44% 52
2019
Q2 		– Sell
-19,396
Closed -$2.85M – 570
2019
Q1 		$2.85M Sell
19,396
-374
-2% -$53.5K 0.24% 114
2018
Q4 		$2.42M Buy
+19,770
New +$2.65M 0.24% 82

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Atom Investors's PEN Position: Q1 2024 in Review

Atom Investors sold out of Penumbra (PEN) in Q1 2024, closing a stake of 2,548 shares — an estimated $641K sold.

Atom Investors first reported a position in PEN in Q4 2018 and held it in 5 quarters. The position peaked at $2.85M in Q1 2019. 341 funds tracked by Wall St. Rank hold PEN as of Q1 2024.

  • Atom Investors reported no remaining Penumbra position as of Q1 2024 after selling out during the quarter.
  • Atom Investors sold 2,548 Penumbra shares in Q1 2024, an estimated $641K.
  • Atom Investors first reported a position in Penumbra in Q4 2018 and held it in 5 quarters.
  • Atom Investors's Penumbra position peaked at $2.85M in Q1 2019.
  • 341 funds tracked by Wall St. Rank held Penumbra as of Q1 2024.

Based on Atom Investors's 13F filing for Q1 2024, filed 15 May 2024.