Investment Research & Advisory Group’s PENN Entertainment PENN Stock Holding History

Investment Research & Advisory Group’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 Q1	–	Sell	-250	Closed	-$6.5K	–	228
2023 Q4	$6.5K	Hold	250	–	–	﹤0.01%	159
2023 Q3	$5.74K	Sell	250 -90	-26%	-$2.18K	﹤0.01%	163
2023 Q2	$8.17K	Hold	340	–	–	﹤0.01%	167
2023 Q1	$10.1K	Hold	340	–	–	0.01%	139
2022 Q4	$10.1K	Hold	340	–	–	0.01%	135
2022 Q3	$9K	Hold	340	–	–	0.01%	133
2022 Q2	$10K	Sell	340 -19	-5%	-$641	0.01%	135
2022 Q1	$15K	Hold	359	–	–	0.01%	141
2021 Q4	$19K	Sell	359 -1,101	-75%	-$66.7K	0.01%	137
2021 Q3	$106K	Buy	1,460 +250	+21%	+$18.4K	0.07%	78
2021 Q2	$93K	Hold	1,210	–	–	0.06%	93
2021 Q1	$127K	Buy	1,210 +1,191	+6,268%	+$132K	0.09%	69
2020 Q4	$2K	Buy	+19	New	+$1.36K	﹤0.01%	144

Other funds holding PENN

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

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Research & Advisory Group's PENN Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of PENN Entertainment (PENN) in Q1 2024, closing a stake of 250 shares — an estimated $6.5K sold.

Investment Research & Advisory Group first reported a position in PENN in Q4 2020 and held it in 13 quarters. The position peaked at $127K in Q1 2021. 406 funds tracked by Wall St. Rank hold PENN as of Q1 2024.

Investment Research & Advisory Group reported no remaining PENN Entertainment position as of Q1 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 250 PENN Entertainment shares in Q1 2024, an estimated $6.5K.
Investment Research & Advisory Group first reported a position in PENN Entertainment in Q4 2020 and held it in 13 quarters.
Investment Research & Advisory Group's PENN Entertainment position peaked at $127K in Q1 2021.
406 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.