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BMSSC
B. Metzler seel. Sohn & Co’s
Penumbra
PEN
Stock Holding History
B. Metzler seel. Sohn & Co’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
2026
Q1
–
Sell
-6,213
Closed
-$1.93M
–
740
2025
Q4
$1.93M
Hold
6,213
–
–
0.02%
415
2025
Q3
$1.57M
Hold
6,213
–
–
0.01%
445
2025
Q2
$1.59M
Hold
6,213
–
–
0.02%
431
2025
Q1
$1.66M
Sell
6,213
-2,462
-28%
-$666K
0.02%
396
2024
Q4
$2.06M
Buy
+8,675
New
+$1.97M
0.02%
365
2023
Q1
–
Sell
-9,023
Closed
-$2.01M
–
743
2022
Q4
$2.01M
Hold
9,023
–
–
0.03%
301
2022
Q3
$1.71M
Buy
9,023
+166
+2%
+$26.6K
0.03%
324
2022
Q2
$1.1M
Buy
+8,857
New
+$1.41M
0.02%
415
Other funds holding PEN
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
HI
HBK Investments
Dallas, Texas
$7.94B AUM
55.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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