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Sandy Spring Bank’s Penumbra PEN Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$13.4K Hold
50
– – ﹤0.01% 800
2024
Q4 		$11.9K Hold
50
– – ﹤0.01% 833
2024
Q3 		$9.72K Hold
50
– – ﹤0.01% 864
2024
Q2 		$9K Hold
50
– – ﹤0.01% 889
2024
Q1 		$11.2K Buy
+50
New +$12.4K ﹤0.01% 836

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sandy Spring Bank's PEN Position: Q1 2025 in Review

Sandy Spring Bank held its Penumbra (PEN) position steady in Q1 2025 at 50 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Sandy Spring Bank first reported a position in PEN in Q1 2024 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold PEN as of Q1 2025.

  • Sandy Spring Bank held 50 shares of Penumbra worth $13.4K as of Q1 2025.
  • Sandy Spring Bank left its Penumbra share count unchanged in Q1 2025.
  • Penumbra made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #800 holding.
  • Sandy Spring Bank first reported a position in Penumbra in Q1 2024 and has held it in 5 quarters since.
  • 421 funds tracked by Wall St. Rank held Penumbra as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.