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Fernwood Investment Management’s PENN Entertainment PENN Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-1,000
Closed -$18.2K – 556
2024
Q1 		$18.2K Buy
+1,000
New +$20.6K 0.01% 465

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Fernwood Investment Management's PENN Position: Q2 2024 in Review

Fernwood Investment Management sold out of PENN Entertainment (PENN) in Q2 2024, closing a stake of 1,000 shares — an estimated $18.2K sold.

Fernwood Investment Management first reported a position in PENN in Q1 2024 and held it in 1 quarter. The position peaked at $18.2K in Q1 2024. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2024.

  • Fernwood Investment Management reported no remaining PENN Entertainment position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,000 PENN Entertainment shares in Q2 2024, an estimated $18.2K.
  • Fernwood Investment Management first reported a position in PENN Entertainment in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's PENN Entertainment position peaked at $18.2K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.