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Lehman & Derafelo Financial Resources’s PENN Entertainment PENN Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q4 		– Sell
-200
Closed -$15K – 258
2020
Q3 		$15K Buy
+200
New +$9.81K ﹤0.01% 218

Other funds holding PENN

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PENN Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of PENN Entertainment (PENN) in Q4 2020, closing a stake of 200 shares — an estimated $15K sold.

Lehman & Derafelo Financial Resources first reported a position in PENN in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 493 funds tracked by Wall St. Rank hold PENN as of Q4 2020.

  • Lehman & Derafelo Financial Resources reported no remaining PENN Entertainment position as of Q4 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 200 PENN Entertainment shares in Q4 2020, an estimated $15K.
  • Lehman & Derafelo Financial Resources first reported a position in PENN Entertainment in Q3 2020 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's PENN Entertainment position peaked at $15K in Q3 2020.
  • 493 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.