SHIM
PENG

Stone House Investment Management’s Penguin Solutions Inc PENG Stock Holding History

Stone House Investment Management’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.44K – 377
2023
Q3 		$2.44K Hold
100
– – ﹤0.01% 252
2023
Q2 		$2.9K Buy
+100
New +$2K ﹤0.01% 240

Other funds holding PENG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone House Investment Management's PENG Position: Q4 2023 in Review

Stone House Investment Management sold out of Penguin Solutions Inc (PENG) in Q4 2023, closing a stake of 100 shares — an estimated $2.44K sold.

Stone House Investment Management first reported a position in PENG in Q2 2023 and held it in 2 quarters. The position peaked at $2.9K in Q2 2023. 182 funds tracked by Wall St. Rank hold PENG as of Q4 2023.

  • Stone House Investment Management reported no remaining Penguin Solutions Inc position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 100 Penguin Solutions Inc shares in Q4 2023, an estimated $2.44K.
  • Stone House Investment Management first reported a position in Penguin Solutions Inc in Q2 2023 and held it in 2 quarters.
  • Stone House Investment Management's Penguin Solutions Inc position peaked at $2.9K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.