KI
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Kapitalo Investimentos’s PENN Entertainment PENN Stock Holding History

Kapitalo Investimentos’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
2023
Q2 		– Sell
-3,798
Closed -$113K – 648
2023
Q1 		$113K Buy
3,798
+1,826
+93% +$56.6K 0.04% 305
2022
Q4 		$58.6K Buy
+1,972
New +$64K 0.04% 125

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kapitalo Investimentos's PENN Position: Q2 2023 in Review

Kapitalo Investimentos sold out of PENN Entertainment (PENN) in Q2 2023, closing a stake of 3,798 shares — an estimated $113K sold.

Kapitalo Investimentos first reported a position in PENN in Q4 2022 and held it in 2 quarters. The position peaked at $113K in Q1 2023. 394 funds tracked by Wall St. Rank hold PENN as of Q2 2023.

  • Kapitalo Investimentos reported no remaining PENN Entertainment position as of Q2 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,798 PENN Entertainment shares in Q2 2023, an estimated $113K.
  • Kapitalo Investimentos first reported a position in PENN Entertainment in Q4 2022 and held it in 2 quarters.
  • Kapitalo Investimentos's PENN Entertainment position peaked at $113K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.