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Kennedy Investment Group’s PENN Entertainment PENN Stock Holding History

Kennedy Investment 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
-7,845
Closed -$204K – 126
2023
Q4 		$204K Buy
+7,845
New +$182K 0.11% 116
2023
Q2 		– Sell
-8,095
Closed -$240K – 121
2023
Q1 		$240K Buy
8,095
+175
+2% +$5.43K 0.15% 102
2022
Q4 		$235K Buy
+7,920
New +$257K 0.15% 105

Other funds holding PENN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kennedy Investment Group's PENN Position: Q1 2024 in Review

Kennedy Investment Group sold out of PENN Entertainment (PENN) in Q1 2024, closing a stake of 7,845 shares — an estimated $204K sold.

Kennedy Investment Group first reported a position in PENN in Q4 2022 and held it in 3 quarters. The position peaked at $240K in Q1 2023. 406 funds tracked by Wall St. Rank hold PENN as of Q1 2024.

  • Kennedy Investment Group reported no remaining PENN Entertainment position as of Q1 2024 after selling out during the quarter.
  • Kennedy Investment Group sold 7,845 PENN Entertainment shares in Q1 2024, an estimated $204K.
  • Kennedy Investment Group first reported a position in PENN Entertainment in Q4 2022 and held it in 3 quarters.
  • Kennedy Investment Group's PENN Entertainment position peaked at $240K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2024.

Based on Kennedy Investment Group's 13F filing for Q1 2024, filed 22 Apr 2024.