Sterling Investment Advisors (Pennsylvania)’s Peloton Interactive PTON Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$2K	–	397
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	510
2022 Q1	$5K	Buy	+200	New	+$5.73K	﹤0.01%	494
2021 Q4	–	Sell	-80	Closed	-$7K	–	609
2021 Q3	$7K	Buy	+80	New	+$8.84K	﹤0.01%	464
2021 Q1	–	Sell	-200	Closed	-$30K	–	534
2020 Q4	$30K	Hold	200	–	–	0.01%	271
2020 Q3	$20K	Hold	200	–	–	0.01%	293
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	341
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	348
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	369
2019 Q3	$5K	Buy	+200	New	+$5.07K	﹤0.01%	373

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PTON Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Peloton Interactive (PTON) in Q3 2022, closing a stake of 200 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PTON in Q3 2019 and held it in 9 quarters. The position peaked at $30K in Q4 2020. 440 funds tracked by Wall St. Rank hold PTON as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Peloton Interactive position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 200 Peloton Interactive shares in Q3 2022, an estimated $2K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Peloton Interactive in Q3 2019 and held it in 9 quarters.
Sterling Investment Advisors (Pennsylvania)'s Peloton Interactive position peaked at $30K in Q4 2020.
440 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.