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D.L. Carlson Investment Group’s Peloton Interactive PTON Stock Holding History

D.L. Carlson Investment Group’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
2020
Q2 		– Sell
-32,800
Closed -$871K – 147
2020
Q1 		$871K Buy
+32,800
New +$912K 0.33% 82

Other funds holding PTON

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.L. Carlson Investment Group's PTON Position: Q2 2020 in Review

D.L. Carlson Investment Group sold out of Peloton Interactive (PTON) in Q2 2020, closing a stake of 32,800 shares — an estimated $871K sold.

D.L. Carlson Investment Group first reported a position in PTON in Q1 2020 and held it in 1 quarter. The position peaked at $871K in Q1 2020. 371 funds tracked by Wall St. Rank hold PTON as of Q2 2020.

  • D.L. Carlson Investment Group reported no remaining Peloton Interactive position as of Q2 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 32,800 Peloton Interactive shares in Q2 2020, an estimated $871K.
  • D.L. Carlson Investment Group first reported a position in Peloton Interactive in Q1 2020 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Peloton Interactive position peaked at $871K in Q1 2020.
  • 371 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2020, filed 13 Aug 2020.