Nuveen
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Nuveen’s PENN Entertainment PENN Stock Holding History

Nuveen’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
2021
Q3 		– Sell
-63,000
Closed -$5K – 3446
2021
Q2 		$5K Buy
+63,000
New +$5.43M ﹤0.01% 3318
2020
Q4 		– Sell
-81,600
Closed -$6K – 3354
2020
Q3 		$6K Buy
+81,600
New +$4M ﹤0.01% 3258

Other funds holding PENN

EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen's PENN Position: Q3 2026 in Review

Nuveen reduced its PENN Entertainment (PENN) stake by 64% in Q3 2026, selling an estimated $11.5M and leaving 348,802 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Nuveen first reported a position in PENN in Q4 2013 and has held it in 39 quarters since. The position peaked at $150M in Q4 2019. 232 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Nuveen held 348,802 shares of PENN Entertainment worth $5.11M as of Q3 2026.
  • Nuveen sold 612,748 PENN Entertainment shares in Q3 2026, an estimated $11.5M.
  • PENN Entertainment made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #2091 holding.
  • Nuveen first reported a position in PENN Entertainment in Q4 2013 and has held it in 39 quarters since.
  • Nuveen's PENN Entertainment position peaked at $150M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.