Lee Financial’s PENN Entertainment PENN Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-26	Closed	-$1K	–	909
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	862
2021 Q3	$2K	Buy	+26	New	+$1.91K	﹤0.01%	639
2020 Q3	–	Sell	-600	Closed	-$18K	–	559
2020 Q2	$18K	Hold	600	–	–	0.01%	290
2020 Q1	$8K	Hold	600	–	–	﹤0.01%	329
2019 Q4	$15K	Hold	600	–	–	﹤0.01%	290
2019 Q3	$11K	Hold	600	–	–	﹤0.01%	329
2019 Q2	$12K	Hold	600	–	–	﹤0.01%	325
2019 Q1	$12K	Hold	600	–	–	﹤0.01%	315
2018 Q4	$11K	Hold	600	–	–	﹤0.01%	276
2018 Q3	$20K	Hold	600	–	–	﹤0.01%	248
2018 Q2	$20K	Hold	600	–	–	﹤0.01%	347
2018 Q1	$16K	Hold	600	–	–	﹤0.01%	391
2017 Q4	$19K	Hold	600	–	–	0.01%	258
2017 Q3	$14K	Buy	+600	New	+$12.9K	﹤0.01%	284

Other funds holding PENN

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return