Lido Advisors
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Lido Advisors’s PENN Entertainment PENN Stock Holding History

Lido Advisors’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
2023
Q2 		– Sell
-1,200
Closed -$35.6K – 1282
2023
Q1 		$35.6K Buy
+1,200
New +$37.2K ﹤0.01% 1126
2022
Q2 		– Sell
-4,900
Closed -$207K – 1033
2022
Q1 		$207K Sell
4,900
-100
-2% -$4.57K ﹤0.01% 944
2021
Q4 		$259K Buy
+5,000
New +$303K ﹤0.01% 865

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors's PENN Position: Q1 2026 in Review

Lido Advisors reduced its PENN Entertainment (PENN) stake by 21% in Q1 2026, selling an estimated $81.5K and leaving 21,826 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Lido Advisors first reported a position in PENN in Q1 2023 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 370 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

  • Lido Advisors held 21,826 shares of PENN Entertainment worth $328K as of Q1 2026.
  • Lido Advisors sold 5,862 PENN Entertainment shares in Q1 2026, an estimated $81.5K.
  • PENN Entertainment made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1514 holding.
  • Lido Advisors first reported a position in PENN Entertainment in Q1 2023 and has held it in 4 quarters since.
  • Lido Advisors's PENN Entertainment position peaked at $420K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.