LF
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Lee Financial’s Penumbra PEN Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-7
Closed -$1.69K – 909
2023
Q3 		$1.69K Hold
7
– – ﹤0.01% 723
2023
Q2 		$2.41K Hold
7
– – ﹤0.01% 627
2023
Q1 		$1.95K Buy
+7
New +$1.79K ﹤0.01% 679
2022
Q2 		– Sell
-7
Closed -$2K – 961
2022
Q1 		$2K Hold
7
– – ﹤0.01% 669
2021
Q4 		$2K Hold
7
– – ﹤0.01% 769
2021
Q3 		$2K Hold
7
– – ﹤0.01% 638
2021
Q2 		$2K Buy
+7
New +$1.91K ﹤0.01% 605

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Lee Financial's PEN Position: Q4 2023 in Review

Lee Financial sold out of Penumbra (PEN) in Q4 2023, closing a stake of 7 shares — an estimated $1.69K sold.

Lee Financial first reported a position in PEN in Q2 2021 and held it in 7 quarters. The position peaked at $2.41K in Q2 2023. 338 funds tracked by Wall St. Rank hold PEN as of Q4 2023.

  • Lee Financial reported no remaining Penumbra position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 7 Penumbra shares in Q4 2023, an estimated $1.69K.
  • Lee Financial first reported a position in Penumbra in Q2 2021 and held it in 7 quarters.
  • Lee Financial's Penumbra position peaked at $2.41K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held Penumbra as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.