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Harel Insurance Investments & Financial Services’s Penumbra PEN Stock Holding History

Harel Insurance Investments & Financial Services’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
2020
Q3 		– Sell
-210
Closed -$38K – 689
2020
Q2 		$38K Buy
+210
New +$36.4K ﹤0.01% 421

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PEN Position: Q3 2020 in Review

Harel Insurance Investments & Financial Services sold out of Penumbra (PEN) in Q3 2020, closing a stake of 210 shares — an estimated $38K sold.

Harel Insurance Investments & Financial Services first reported a position in PEN in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 275 funds tracked by Wall St. Rank hold PEN as of Q3 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Penumbra position as of Q3 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 210 Penumbra shares in Q3 2020, an estimated $38K.
  • Harel Insurance Investments & Financial Services first reported a position in Penumbra in Q2 2020 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Penumbra position peaked at $38K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Penumbra as of Q3 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2020, filed 20 Oct 2020.