Lido Advisors’s Penumbra PEN Stock Holding History

Lido Advisors’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
2019 Q2	–	Sell	-1,661	Closed	-$244K	–	561
2019 Q1	$244K	Buy	+1,661	New	+$237K	0.02%	441

Other funds holding PEN

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Lido Advisors's PEN Position: Q2 2019 in Review

Lido Advisors sold out of Penumbra (PEN) in Q2 2019, closing a stake of 1,661 shares — an estimated $244K sold.

Lido Advisors first reported a position in PEN in Q1 2019 and held it in 1 quarter. The position peaked at $244K in Q1 2019. 208 funds tracked by Wall St. Rank hold PEN as of Q2 2019.

Lido Advisors reported no remaining Penumbra position as of Q2 2019 after selling out during the quarter.
Lido Advisors sold 1,661 Penumbra shares in Q2 2019, an estimated $244K.
Lido Advisors first reported a position in Penumbra in Q1 2019 and held it in 1 quarter.
Lido Advisors's Penumbra position peaked at $244K in Q1 2019.
208 funds tracked by Wall St. Rank held Penumbra as of Q2 2019.

Based on Lido Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.