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Meitav Investment House’s Penumbra PEN Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-1,500
Closed -$240K – 469
2019
Q2 		$240K Sell
1,500
-10,000
-87% -$1.44M 0.02% 375
2019
Q1 		$1.69M Sell
11,500
-1,000
-8% -$143K 0.1% 128
2018
Q4 		$1.58M Buy
12,500
+2,500
+25% +$335K 0.1% 112
2018
Q3 		$1.5M Buy
+10,000
New +$1.4M 0.07% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meitav Investment House's PEN Position: Q3 2019 in Review

Meitav Investment House sold out of Penumbra (PEN) in Q3 2019, closing a stake of 1,500 shares — an estimated $240K sold.

Meitav Investment House first reported a position in PEN in Q3 2018 and held it in 4 quarters. The position peaked at $1.69M in Q1 2019. 222 funds tracked by Wall St. Rank hold PEN as of Q3 2019.

  • Meitav Investment House reported no remaining Penumbra position as of Q3 2019 after selling out during the quarter.
  • Meitav Investment House sold 1,500 Penumbra shares in Q3 2019, an estimated $240K.
  • Meitav Investment House first reported a position in Penumbra in Q3 2018 and held it in 4 quarters.
  • Meitav Investment House's Penumbra position peaked at $1.69M in Q1 2019.
  • 222 funds tracked by Wall St. Rank held Penumbra as of Q3 2019.

Based on Meitav Investment House's 13F filing for Q3 2019, filed 14 Nov 2019.