Institutional & Family Asset Management’s PENN Entertainment PENN Stock Holding History

Institutional & Family Asset Management’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 Q2	$290	Hold	15	–	–	﹤0.01%	722
2024 Q1	$273	Hold	15	–	–	﹤0.01%	713
2023 Q4	$390	Buy	+15	New	+$348	﹤0.01%	681
2022 Q1	–	Sell	-18	Closed	-$1K	–	821
2021 Q4	$1K	Sell	18 -100	-85%	-$6.06K	﹤0.01%	746
2021 Q3	$9K	Sell	118 -113	-49%	-$8.31K	﹤0.01%	566
2021 Q2	$18K	Sell	231 -620	-73%	-$53.4K	﹤0.01%	497
2021 Q1	$89K	Buy	851 +405	+91%	+$44.9K	0.02%	281
2020 Q4	$39K	Buy	446 +140	+46%	+$9.99K	0.01%	364
2020 Q3	$22K	Hold	306	–	–	0.01%	391
2020 Q2	$9K	Buy	306 +18	+6%	+$412	﹤0.01%	503
2020 Q1	$4K	Buy	288 +150	+109%	+$3.77K	﹤0.01%	565
2019 Q4	$4K	Hold	138	–	–	﹤0.01%	626
2019 Q3	$3K	Hold	138	–	–	﹤0.01%	641
2019 Q2	$3K	Hold	138	–	–	﹤0.01%	671
2019 Q1	$3K	Hold	138	–	–	﹤0.01%	667
2018 Q4	$3K	Hold	138	–	–	﹤0.01%	650
2018 Q3	$5K	Hold	138	–	–	﹤0.01%	617
2018 Q2	$5K	Hold	138	–	–	﹤0.01%	617
2018 Q1	$4K	Buy	+138	New	+$3.99K	﹤0.01%	626

Other funds holding PENN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Institutional & Family Asset Management's PENN Position: Q2 2024 in Review

Institutional & Family Asset Management held its PENN Entertainment (PENN) position steady in Q2 2024 at 15 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Institutional & Family Asset Management first reported a position in PENN in Q1 2018 and has held it in 19 quarters since. The position peaked at $89K in Q1 2021. 382 funds tracked by Wall St. Rank hold PENN as of Q2 2024.

Institutional & Family Asset Management held 15 shares of PENN Entertainment worth $290 as of Q2 2024.
Institutional & Family Asset Management left its PENN Entertainment share count unchanged in Q2 2024.
PENN Entertainment made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #722 holding.
Institutional & Family Asset Management first reported a position in PENN Entertainment in Q1 2018 and has held it in 19 quarters since.
Institutional & Family Asset Management's PENN Entertainment position peaked at $89K in Q1 2021.
382 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.