MML Investors Services
PEN icon

MML Investors Services’s Penumbra PEN Stock Holding History

MML Investors Services’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 		$317K Sell
965
-598
-38% -$202K ﹤0.01% 2523
2025
Q4 		$486K Buy
1,563
+182
+13% +$50.3K ﹤0.01% 2280
2025
Q3 		$350K Sell
1,381
-229
-14% -$57.8K ﹤0.01% 2418
2025
Q2 		$413K Sell
1,610
-1,779
-52% -$484K ﹤0.01% 2218
2025
Q1 		$906K Buy
3,389
+1,902
+128% +$514K ﹤0.01% 1640
2024
Q4 		$353K Buy
1,487
+97
+7% +$22.1K ﹤0.01% 2163
2024
Q3 		$270K Sell
1,390
-118
-8% -$22.3K ﹤0.01% 2245
2024
Q2 		$271K Buy
+1,508
New +$301K ﹤0.01% 2150
2024
Q1 		– Sell
-1,357
Closed -$341K – 2549
2023
Q4 		$341K Sell
1,357
-868
-39% -$192K ﹤0.01% 1976
2023
Q3 		$538K Sell
2,225
-80
-3% -$22.2K ﹤0.01% 1589
2023
Q2 		$793K Buy
2,305
+272
+13% +$83.5K ﹤0.01% 1357
2023
Q1 		$567K Buy
+2,033
New +$519K ﹤0.01% 1348

Other funds holding PEN

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B 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 $240B 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 $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return