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Morton Brown Family Wealth’s PENN Entertainment PENN Stock Holding History

Morton Brown Family Wealth’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-90
Closed -$1.78K – 347
2024
Q4 		$1.78K Buy
+90
New +$1.77K ﹤0.01% 236
2024
Q1 		– Sell
-100
Closed -$2.6K – 275
2023
Q4 		$2.6K Buy
+100
New +$2.32K ﹤0.01% 230
2023
Q2 		– Sell
-42
Closed -$1.25K – 258
2023
Q1 		$1.25K Buy
+42
New +$1.3K ﹤0.01% 244

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return

Morton Brown Family Wealth's PENN Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of PENN Entertainment (PENN) in Q1 2025, closing a stake of 90 shares — an estimated $1.78K sold.

Morton Brown Family Wealth first reported a position in PENN in Q1 2023 and held it in 3 quarters. The position peaked at $2.6K in Q4 2023. 390 funds tracked by Wall St. Rank hold PENN as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining PENN Entertainment position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 90 PENN Entertainment shares in Q1 2025, an estimated $1.78K.
  • Morton Brown Family Wealth first reported a position in PENN Entertainment in Q1 2023 and held it in 3 quarters.
  • Morton Brown Family Wealth's PENN Entertainment position peaked at $2.6K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.