HGERS
PENN icon

Householder Group Estate & Retirement Specialist’s PENN Entertainment PENN Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$3K Hold
200
– – ﹤0.01% 456
2024
Q3 		$3K Hold
200
– – ﹤0.01% 997
2024
Q2 		$3K Hold
200
– – ﹤0.01% 1026
2024
Q1 		$3.64K Hold
200
– – ﹤0.01% 975
2023
Q4 		$5K Hold
200
– – ﹤0.01% 897
2023
Q3 		$4.59K Buy
+200
New +$4.84K ﹤0.01% 953
2023
Q1 		$0 Buy
+12
New +$372 ﹤0.01% 1284
2022
Q4 		– Sell
-32
Closed – – 871
2022
Q3 		$0 Buy
+32
New +$1.03K ﹤0.01% 1170

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PENN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its PENN Entertainment (PENN) position steady in Q4 2024 at 200 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Householder Group Estate & Retirement Specialist first reported a position in PENN in Q3 2022 and has held it in 8 quarters since. The position peaked at $5K in Q4 2023. 381 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 200 shares of PENN Entertainment worth $3K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its PENN Entertainment share count unchanged in Q4 2024.
  • PENN Entertainment made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #456 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in PENN Entertainment in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's PENN Entertainment position peaked at $5K in Q4 2023.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.