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EOJOAM
E. Ohman J:or Asset Management’s
Penumbra
PEN
Stock Holding History
E. Ohman J:or Asset Management’s Portfolio
PEN Stock Details
PEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-18,612
Closed
-$5.79M
–
495
2025
Q4
$5.79M
Sell
18,612
-1,200
-6%
-$331K
0.13%
88
2025
Q3
$5.02M
Buy
19,812
+1,500
+8%
+$378K
0.12%
93
2025
Q2
$4.7M
Buy
18,312
+1,700
+10%
+$463K
0.12%
92
2025
Q1
$4.44M
Sell
16,612
-4,700
-22%
-$1.27M
0.12%
95
2024
Q4
$5.06M
Buy
21,312
+2,000
+10%
+$455K
0.12%
92
2024
Q3
$3.75M
Buy
19,312
+4,000
+26%
+$756K
0.09%
105
2024
Q2
$2.76M
Hold
15,312
–
–
0.07%
125
2024
Q1
$3.42M
Sell
15,312
-7,188
-32%
-$1.78M
0.09%
115
2023
Q4
$5.66M
Buy
22,500
+2,000
+10%
+$442K
0.21%
65
2023
Q3
$4.96M
Buy
+20,500
New
+$5.69M
0.19%
72
2022
Q4
–
Sell
-73,780
Closed
-$14M
–
440
2022
Q3
$14M
Sell
73,780
-57,920
-44%
-$9.29M
0.64%
38
2022
Q2
$16.4M
Buy
+131,700
New
+$20.9M
0.71%
38
2022
Q1
–
Sell
-67,750
Closed
-$19.5M
–
449
2021
Q4
$19.5M
Buy
+67,750
New
+$17.9M
0.56%
41
2021
Q1
–
Sell
-89,400
Closed
-$15.6M
–
457
2020
Q4
$15.6M
Buy
+89,400
New
+$19.6M
0.64%
38
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VPM
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HI
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$9.85B AUM
55.6%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
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$240B AUM
35.51%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Balyasny Asset Management
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$77.1B AUM
42.89%
1-Year Est. Return
Goldman Sachs
New York
$871B 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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