GI
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Gradient Investments’s PENN Entertainment PENN Stock Holding History

Gradient Investments’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
Q3 		– Sell
-10
Closed -$194 – 1001
2024
Q2 		$194 Buy
+10
New +$170 ﹤0.01% 1272
2024
Q1 		– Sell
-30
Closed -$781 – 1660
2023
Q4 		$781 Buy
+30
New +$696 ﹤0.01% 1498
2023
Q3 		– Sell
-15
Closed -$360 – 1885
2023
Q2 		$360 Buy
+15
New +$400 ﹤0.01% 1579
2022
Q1 		– Sell
-133
Closed -$7K – 1302
2021
Q4 		$7K Buy
133
+125
+1,563% +$7.58K ﹤0.01% 877
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1095
2021
Q2 		$1K Buy
+8
New +$689 ﹤0.01% 1095

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $197M AUM 17.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments's PENN Position: Q3 2024 in Review

Gradient Investments sold out of PENN Entertainment (PENN) in Q3 2024, closing a stake of 10 shares — an estimated $194 sold.

Gradient Investments first reported a position in PENN in Q2 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 394 funds tracked by Wall St. Rank hold PENN as of Q3 2024.

  • Gradient Investments reported no remaining PENN Entertainment position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 10 PENN Entertainment shares in Q3 2024, an estimated $194.
  • Gradient Investments first reported a position in PENN Entertainment in Q2 2021 and held it in 6 quarters.
  • Gradient Investments's PENN Entertainment position peaked at $7K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.