Handelsbanken Fonder
PEN icon

Handelsbanken Fonder’s Penumbra PEN Stock Holding History

Handelsbanken Fonder’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
2026
Q2 		$4.1M Buy
12,998
+1,600
+14% +$518K 0.01% 554
2026
Q1 		$3.74M Hold
11,398
– – 0.01% 545
2025
Q4 		$3.54M Buy
11,398
+1,040
+10% +$287K 0.01% 569
2025
Q3 		$2.62M Hold
10,358
– – 0.01% 644
2025
Q2 		$2.66M Sell
10,358
-200
-2% -$54.4K 0.01% 562
2025
Q1 		$2.82M Hold
10,558
– – 0.01% 545
2024
Q4 		$2.51M Sell
10,558
-100
-0.9% -$22.7K 0.01% 590
2024
Q3 		$2.07M Buy
10,658
+1,600
+18% +$302K 0.01% 654
2024
Q2 		$1.63M Hold
9,058
– – 0.01% 645
2024
Q1 		$2.02M Hold
9,058
– – 0.01% 596
2023
Q4 		$2.28M Buy
9,058
+2,400
+36% +$531K 0.01% 525
2023
Q3 		$1.61M Hold
6,658
– – 0.01% 590
2023
Q2 		$2.29M Buy
6,658
+1,100
+20% +$338K 0.01% 523
2023
Q1 		$1.55M Hold
5,558
– – 0.01% 578
2022
Q4 		$1.24M Hold
5,558
– – 0.01% 604
2022
Q3 		$1.05M Hold
5,558
– – 0.01% 649
2022
Q2 		$692K Buy
5,558
+400
+8% +$63.5K ﹤0.01% 828
2022
Q1 		$1.15M Sell
5,158
-1,000
-16% -$222K 0.01% 741
2021
Q4 		$1.77M Hold
6,158
– – 0.01% 654
2021
Q3 		$1.64M Hold
6,158
– – 0.01% 684
2021
Q2 		$1.69M Sell
6,158
-200
-3% -$54.6K 0.01% 677
2021
Q1 		$1.72M Hold
6,358
– – 0.01% 654
2020
Q4 		$1.11M Buy
6,358
+800
+14% +$175K 0.01% 776
2020
Q3 		$1.08M Hold
5,558
– – 0.01% 701
2020
Q2 		$994K Buy
+5,558
New +$965K 0.01% 692

Other funds holding PEN

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return