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Cedar Wealth Management’s PENN Entertainment PENN Stock Holding History

Cedar Wealth Management’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
2023
Q2 		– Sell
-5,190
Closed -$154K – 307
2023
Q1 		$154K Sell
5,190
-5,205
-50% -$161K 0.06% 107
2022
Q4 		$309K Buy
10,395
+2,400
+30% +$77.9K 0.15% 75
2022
Q3 		$220K Hold
7,995
– – 0.11% 94
2022
Q2 		$243K Sell
7,995
-372
-4% -$12.6K 0.11% 97
2022
Q1 		$355K Buy
8,367
+7,995
+2,149% +$365K 0.14% 91
2021
Q4 		$19K Buy
372
+62
+20% +$3.76K 0.01% 250
2021
Q3 		$22K Buy
310
+40
+15% +$2.94K 0.01% 199
2021
Q2 		$21K Buy
+270
New +$23.3K 0.01% 203

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cedar Wealth Management's PENN Position: Q2 2023 in Review

Cedar Wealth Management sold out of PENN Entertainment (PENN) in Q2 2023, closing a stake of 5,190 shares — an estimated $154K sold.

Cedar Wealth Management first reported a position in PENN in Q2 2021 and held it in 8 quarters. The position peaked at $355K in Q1 2022. 394 funds tracked by Wall St. Rank hold PENN as of Q2 2023.

  • Cedar Wealth Management reported no remaining PENN Entertainment position as of Q2 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 5,190 PENN Entertainment shares in Q2 2023, an estimated $154K.
  • Cedar Wealth Management first reported a position in PENN Entertainment in Q2 2021 and held it in 8 quarters.
  • Cedar Wealth Management's PENN Entertainment position peaked at $355K in Q1 2022.
  • 394 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2023.

Based on Cedar Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.