FIM
PENG

Freedom Investment Management’s Penguin Solutions Inc PENG Stock Holding History

Freedom Investment Management’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22,908
Closed -$220K – 741
2019
Q1 		$220K Sell
22,908
-14,064
-38% -$182K 0.02% 610
2018
Q4 		$549K Sell
36,972
-7,296
-16% -$110K 0.04% 403
2018
Q3 		$713K Buy
44,268
+8,584
+24% +$134K 0.04% 410
2018
Q2 		$569K Buy
35,684
+24,820
+228% +$532K 0.03% 497
2018
Q1 		$271K Buy
+10,864
New +$205K 0.01% 910

Other funds holding PENG

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Freedom Investment Management's PENG Position: Q2 2019 in Review

Freedom Investment Management sold out of Penguin Solutions Inc (PENG) in Q2 2019, closing a stake of 22,908 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in PENG in Q1 2018 and held it in 5 quarters. The position peaked at $713K in Q3 2018. 133 funds tracked by Wall St. Rank hold PENG as of Q2 2019.

  • Freedom Investment Management reported no remaining Penguin Solutions Inc position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 22,908 Penguin Solutions Inc shares in Q2 2019, an estimated $220K.
  • Freedom Investment Management first reported a position in Penguin Solutions Inc in Q1 2018 and held it in 5 quarters.
  • Freedom Investment Management's Penguin Solutions Inc position peaked at $713K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.