Mercer Global Advisors
PEN icon

Mercer Global Advisors’s Penumbra PEN Stock Holding History

Mercer Global 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 		$1.06M Buy
3,222
+351
+12% +$119K ﹤0.01% 1534
2025
Q4 		$893K Sell
2,871
-812
-22% -$224K ﹤0.01% 1515
2025
Q3 		$933K Buy
3,683
+1,249
+51% +$315K ﹤0.01% 1417
2025
Q2 		$625K Buy
2,434
+690
+40% +$188K ﹤0.01% 1448
2025
Q1 		$466K Sell
1,744
-16
-0.9% -$4.33K ﹤0.01% 1510
2024
Q4 		$418K Buy
1,760
+519
+42% +$118K ﹤0.01% 1550
2024
Q3 		$238K Sell
1,241
-697
-36% -$132K ﹤0.01% 1720
2024
Q2 		$351K Sell
1,938
-125
-6% -$25K ﹤0.01% 1502
2024
Q1 		$460K Buy
2,063
+285
+16% +$70.5K ﹤0.01% 1325
2023
Q4 		$447K Buy
+1,778
New +$393K ﹤0.01% 1385

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VPM
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HI
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State Street
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Millennium Management
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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
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return