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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Financial's PENN Position: Q1 2022 in Review

Lee Financial sold out of PENN Entertainment (PENN) in Q1 2022, closing a stake of 26 shares — an estimated $1K sold.

Lee Financial first reported a position in PENN in Q3 2017 and held it in 14 quarters. The position peaked at $20K in Q3 2018. 553 funds tracked by Wall St. Rank hold PENN as of Q1 2022.

Lee Financial reported no remaining PENN Entertainment position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 26 PENN Entertainment shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in PENN Entertainment in Q3 2017 and held it in 14 quarters.
Lee Financial's PENN Entertainment position peaked at $20K in Q3 2018.
553 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.