MIFH
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Migdal Insurance & Financial Holdings’s Penumbra PEN Stock Holding History

Migdal Insurance & Financial Holdings’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
2020
Q1 		– Sell
-7,585
Closed -$1.25M – 746
2019
Q4 		$1.25M Buy
7,585
+1,053
+16% +$167K 0.02% 192
2019
Q3 		$878K Buy
6,532
+1,954
+43% +$302K 0.02% 261
2019
Q2 		$732K Buy
4,578
+1,328
+41% +$192K 0.02% 278
2019
Q1 		$478K Buy
+3,250
New +$465K 0.01% 311

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PEN Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of Penumbra (PEN) in Q1 2020, closing a stake of 7,585 shares — an estimated $1.25M sold.

Migdal Insurance & Financial Holdings first reported a position in PEN in Q1 2019 and held it in 4 quarters. The position peaked at $1.25M in Q4 2019. 246 funds tracked by Wall St. Rank hold PEN as of Q1 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Penumbra position as of Q1 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 7,585 Penumbra shares in Q1 2020, an estimated $1.25M.
  • Migdal Insurance & Financial Holdings first reported a position in Penumbra in Q1 2019 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Penumbra position peaked at $1.25M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Penumbra as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.