JIM
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Jupiter Investment Management’s Penumbra PEN Stock Holding History

Jupiter Investment 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
2019
Q2 		– Sell
-5,100
Closed -$749K – 406
2019
Q1 		$749K Buy
+5,100
New +$729K 0.01% 273
2016
Q3 		– Sell
-16,905
Closed -$1M – 431
2016
Q2 		$1M Buy
+16,905
New +$911K 0.02% 293

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Jupiter Investment Management's PEN Position: Q2 2019 in Review

Jupiter Investment Management sold out of Penumbra (PEN) in Q2 2019, closing a stake of 5,100 shares — an estimated $749K sold.

Jupiter Investment Management first reported a position in PEN in Q2 2016 and held it in 2 quarters. The position peaked at $1M in Q2 2016. 208 funds tracked by Wall St. Rank hold PEN as of Q2 2019.

  • Jupiter Investment Management reported no remaining Penumbra position as of Q2 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 5,100 Penumbra shares in Q2 2019, an estimated $749K.
  • Jupiter Investment Management first reported a position in Penumbra in Q2 2016 and held it in 2 quarters.
  • Jupiter Investment Management's Penumbra position peaked at $1M in Q2 2016.
  • 208 funds tracked by Wall St. Rank held Penumbra as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.