Institutional & Family Asset Management’s Penumbra PEN Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-7	Closed	-$1K	–	910
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	802
2020 Q2	$1K	Sell	7 -2	-22%	-$347	﹤0.01%	793
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	762
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	823
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	795
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	811
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	801
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	780
2018 Q3	$1K	Sell	9 -11	-55%	-$1.54K	﹤0.01%	813
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	678
2018 Q1	$2K	Buy	+20	New	+$2.06K	﹤0.01%	728

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institutional & Family Asset Management's PEN Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Penumbra (PEN) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in PEN in Q1 2018 and held it in 11 quarters. The position peaked at $3K in Q2 2018. 263 funds tracked by Wall St. Rank hold PEN as of Q4 2020.

Institutional & Family Asset Management reported no remaining Penumbra position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 7 Penumbra shares in Q4 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Penumbra in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's Penumbra position peaked at $3K in Q2 2018.
263 funds tracked by Wall St. Rank held Penumbra as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.