Baldrige Asset Management’s Peloton Interactive PTON Stock Holding History

Baldrige Asset Management’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$0	Hold	20	–	–	﹤0.01%	450
2022 Q4	$0	Hold	20	–	–	﹤0.01%	325
2022 Q3	$0	Hold	20	–	–	﹤0.01%	309
2022 Q2	$0	Hold	20	–	–	﹤0.01%	323
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	308
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	323
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	335
2021 Q2	$2K	Buy	+20	New	+$2.13K	﹤0.01%	335

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Baldrige Asset Management's PTON Position: Q1 2023 in Review

Baldrige Asset Management held its Peloton Interactive (PTON) position steady in Q1 2023 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Baldrige Asset Management first reported a position in PTON in Q2 2021 and has held it in 8 quarters since. The position peaked at $2K in Q3 2021. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

Baldrige Asset Management held 20 shares of Peloton Interactive worth $0 as of Q1 2023.
Baldrige Asset Management left its Peloton Interactive share count unchanged in Q1 2023.
Peloton Interactive made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #450 holding.
Baldrige Asset Management first reported a position in Peloton Interactive in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Peloton Interactive position peaked at $2K in Q3 2021.
409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.