Savant Capital’s Penumbra PEN Stock Holding History

Savant Capital’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	–	Sell	-2,981	Closed	-$708K	–	1339
2024 Q4	$708K	Buy	2,981 +221	+8%	+$50.3K	0.01%	776
2024 Q3	$536K	Buy	+2,760	New	+$522K	﹤0.01%	846

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

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

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Savant Capital's PEN Position: Q1 2025 in Review

Savant Capital sold out of Penumbra (PEN) in Q1 2025, closing a stake of 2,981 shares — an estimated $708K sold.

Savant Capital first reported a position in PEN in Q3 2024 and held it in 2 quarters. The position peaked at $708K in Q4 2024. 420 funds tracked by Wall St. Rank hold PEN as of Q1 2025.

Savant Capital reported no remaining Penumbra position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 2,981 Penumbra shares in Q1 2025, an estimated $708K.
Savant Capital first reported a position in Penumbra in Q3 2024 and held it in 2 quarters.
Savant Capital's Penumbra position peaked at $708K in Q4 2024.
420 funds tracked by Wall St. Rank held Penumbra as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.