Macroview Investment Management’s Peloton Interactive PTON Stock Holding History

Macroview Investment Management’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$15	–	425
2024 Q3	$15	Hold	3	–	–	﹤0.01%	580
2024 Q2	$11	Hold	3	–	–	﹤0.01%	585
2024 Q1	$13	Hold	3	–	–	﹤0.01%	634
2023 Q4	$19	Sell	3 -6	-67%	-$32	﹤0.01%	619
2023 Q3	$46	Buy	9 +6	+200%	+$43	﹤0.01%	786
2023 Q2	$24	Hold	3	–	–	﹤0.01%	494
2023 Q1	$35	Hold	3	–	–	﹤0.01%	448
2022 Q4	$24	Hold	3	–	–	﹤0.01%	457
2022 Q3	$0	Buy	+3	New	+$30	﹤0.01%	498
2022 Q2	–	Sell	-205	Closed	-$5K	–	502
2022 Q1	$5K	Buy	205 +201	+5,025%	+$5.76K	0.01%	312
2021 Q4	$0	Hold	4	–	–	﹤0.01%	449
2021 Q3	$0	Buy	+4	New	+$442	﹤0.01%	450
2020 Q4	–	Sell	-39	Closed	-$4K	–	367
2020 Q3	$4K	Sell	39 -14	-26%	-$1.03K	0.01%	191
2020 Q2	$3K	Buy	+53	New	+$2.19K	0.01%	217

Other funds holding PTON

Morgan Stanley New York $1.66T AUM 25.57% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macroview Investment Management's PTON Position: Q4 2024 in Review

Macroview Investment Management sold out of Peloton Interactive (PTON) in Q4 2024, closing a stake of 3 shares — an estimated $15 sold.

Macroview Investment Management first reported a position in PTON in Q2 2020 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 437 funds tracked by Wall St. Rank hold PTON as of Q4 2024.

Macroview Investment Management reported no remaining Peloton Interactive position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 3 Peloton Interactive shares in Q4 2024, an estimated $15.
Macroview Investment Management first reported a position in Peloton Interactive in Q2 2020 and held it in 14 quarters.
Macroview Investment Management's Peloton Interactive position peaked at $5K in Q1 2022.
437 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.