Northwestern Mutual Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PENG Stock Details PENG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$8.38K	–	3931
2024 Q3	$8.38K	Buy	+400	New	+$8.61K	﹤0.01%	2737
2024 Q1	–	Sell	-800	Closed	-$15.1K	–	3847
2023 Q4	$15.1K	Buy	+800	New	+$13.8K	﹤0.01%	2493
2023 Q2	–	Sell	-93	Closed	-$1.6K	–	3656
2023 Q1	$1.6K	Buy	93 +91	+4,550%	+$1.52K	﹤0.01%	2963
2022 Q4	$30	Sell	2 -122	-98%	-$1.87K	﹤0.01%	3264
2022 Q3	$2K	Buy	+124	New	+$2.26K	﹤0.01%	2913
2020 Q1	–	Sell	-570	Closed	-$11K	–	2780
2019 Q4	$11K	Buy	+570	New	+$8.83K	﹤0.01%	1921

Other funds holding PENG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Northwestern Mutual Wealth Management's PENG Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Penguin Solutions Inc (PENG) in Q4 2024, closing a stake of 400 shares — an estimated $8.38K sold.

Northwestern Mutual Wealth Management first reported a position in PENG in Q4 2019 and held it in 6 quarters. The position peaked at $15.1K in Q4 2023. 195 funds tracked by Wall St. Rank hold PENG as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining Penguin Solutions Inc position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 400 Penguin Solutions Inc shares in Q4 2024, an estimated $8.38K.
Northwestern Mutual Wealth Management first reported a position in Penguin Solutions Inc in Q4 2019 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Penguin Solutions Inc position peaked at $15.1K in Q4 2023.
195 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.