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Capital Research Global Investors’s
Peloton Interactive
PTON
Stock Holding History
Capital Research Global Investors’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
2022
Q1
–
Sell
-6,665,016
Closed
-$238M
–
451
2021
Q4
$238M
Sell
6,665,016
-2,103,507
-24%
-$128M
0.05%
233
2021
Q3
$763M
Sell
8,768,523
-3,728,429
-30%
-$412M
0.18%
124
2021
Q2
$1.55B
Buy
12,496,952
+1,344,980
+12%
+$143M
0.36%
70
2021
Q1
$1.25B
Sell
11,151,972
-480,561
-4%
-$63.8M
0.31%
84
2020
Q4
$1.76B
Buy
11,632,533
+3,178,165
+38%
+$387M
0.46%
47
2020
Q3
$839M
Buy
8,454,368
+393,210
+5%
+$28.9M
0.25%
94
2020
Q2
$466M
Buy
8,061,158
+531
+0%
+$22K
0.15%
138
2020
Q1
$214M
Buy
8,060,627
+6,666,218
+478%
+$185M
0.08%
178
2019
Q4
$39.6M
Buy
1,394,409
+271,311
+24%
+$7.31M
0.01%
334
2019
Q3
$28.2M
Buy
+1,123,098
New
+$28.5M
0.01%
354
Other funds holding PTON
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
DIG
Dragoneer Investment Group
San Francisco, California
$3B AUM
6.95%
1-Year Est. Return
Coatue Management
New York
$29.1B AUM
96.54%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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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