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Macroview Investment Management’s Penumbra PEN Stock Holding History

Macroview Investment Management’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
2023
Q4 		– Sell
-3
Closed -$726 – 785
2023
Q3 		$726 Sell
3
-30
-91% -$8.33K ﹤0.01% 694
2023
Q2 		$11.4K Buy
+33
New +$10.1K 0.02% 240
2018
Q4 		– Sell
-24
Closed -$4K – 367
2018
Q3 		$4K Buy
+24
New +$3.36K 0.01% 195

Other funds holding PEN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Macroview Investment Management's PEN Position: Q4 2023 in Review

Macroview Investment Management sold out of Penumbra (PEN) in Q4 2023, closing a stake of 3 shares — an estimated $726 sold.

Macroview Investment Management first reported a position in PEN in Q3 2018 and held it in 3 quarters. The position peaked at $11.4K in Q2 2023. 338 funds tracked by Wall St. Rank hold PEN as of Q4 2023.

  • Macroview Investment Management reported no remaining Penumbra position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 3 Penumbra shares in Q4 2023, an estimated $726.
  • Macroview Investment Management first reported a position in Penumbra in Q3 2018 and held it in 3 quarters.
  • Macroview Investment Management's Penumbra position peaked at $11.4K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held Penumbra as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.