MA
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MCF Advisors’s Penumbra PEN Stock Holding History

MCF 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
2026
Q1 		– Sell
-49
Closed -$15.2K – 1382
2025
Q4 		$15.2K Sell
49
-4
-8% -$1.1K ﹤0.01% 744
2025
Q3 		$13.4K Hold
53
– – ﹤0.01% 643
2025
Q2 		$13.6K Buy
53
+8
+18% +$2.18K ﹤0.01% 605
2025
Q1 		$12K Buy
+45
New +$12.2K ﹤0.01% 621
2024
Q3 		– Sell
-17
Closed -$3.06K – 1052
2024
Q2 		$3.06K Sell
17
-7
-29% -$1.4K ﹤0.01% 803
2024
Q1 		$5.36K Hold
24
– – ﹤0.01% 707
2023
Q4 		$6.04K Sell
24
-22
-48% -$4.86K ﹤0.01% 653
2023
Q3 		$11.1K Buy
46
+11
+31% +$3.05K ﹤0.01% 563
2023
Q2 		$12K Hold
35
– – ﹤0.01% 539
2023
Q1 		$9.76K Hold
35
– – ﹤0.01% 576
2022
Q4 		$7.79K Buy
+35
New +$6.84K ﹤0.01% 563

Other funds holding PEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return