Retirement Group’s Penumbra PEN Stock Holding History

Retirement Group’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
2022 Q3	–	Sell	-40	Closed	-$5K	–	717
2022 Q2	$5K	Hold	40	–	–	﹤0.01%	532
2022 Q1	$9K	Buy	40 +20	+100%	+$4.44K	﹤0.01%	479
2021 Q4	$6K	Buy	+20	New	+$5.29K	﹤0.01%	501

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Retirement Group's PEN Position: Q3 2022 in Review

Retirement Group sold out of Penumbra (PEN) in Q3 2022, closing a stake of 40 shares — an estimated $5K sold.

Retirement Group first reported a position in PEN in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 261 funds tracked by Wall St. Rank hold PEN as of Q3 2022.

Retirement Group reported no remaining Penumbra position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 40 Penumbra shares in Q3 2022, an estimated $5K.
Retirement Group first reported a position in Penumbra in Q4 2021 and held it in 3 quarters.
Retirement Group's Penumbra position peaked at $9K in Q1 2022.
261 funds tracked by Wall St. Rank held Penumbra as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.