Essex Investment Management’s Penumbra PEN Stock Holding History

Essex Investment Management’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,909	Closed	-$1.16M	–	504
2019 Q1	$1.16M	Sell	7,909 -85	-1%	-$12.2K	0.17%	184
2018 Q4	$977K	Buy	7,994 +1,407	+21%	+$188K	0.15%	198
2018 Q3	$986K	Hold	6,587	–	–	0.12%	233
2018 Q2	$910K	Buy	+6,587	New	+$938K	0.11%	233

Other funds holding PEN

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Essex Investment Management's PEN Position: Q2 2019 in Review

Essex Investment Management sold out of Penumbra (PEN) in Q2 2019, closing a stake of 7,909 shares — an estimated $1.16M sold.

Essex Investment Management first reported a position in PEN in Q2 2018 and held it in 4 quarters. The position peaked at $1.16M in Q1 2019. 208 funds tracked by Wall St. Rank hold PEN as of Q2 2019.

Essex Investment Management reported no remaining Penumbra position as of Q2 2019 after selling out during the quarter.
Essex Investment Management sold 7,909 Penumbra shares in Q2 2019, an estimated $1.16M.
Essex Investment Management first reported a position in Penumbra in Q2 2018 and held it in 4 quarters.
Essex Investment Management's Penumbra position peaked at $1.16M in Q1 2019.
208 funds tracked by Wall St. Rank held Penumbra as of Q2 2019.

Based on Essex Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.