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StoneX Group’s Peloton Interactive PTON Stock Holding History

StoneX Group’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
2023
Q4 		– Sell
-11,034
Closed -$55.7K – 425
2023
Q3 		$55.7K Buy
+11,034
New +$78.5K 0.03% 327
2021
Q3 		– Sell
-1,987
Closed -$246K – 499
2021
Q2 		$246K Buy
1,987
+163
+9% +$17.4K 0.04% 407
2021
Q1 		$205K Buy
1,824
+26
+1% +$3.45K 0.04% 393
2020
Q4 		$273K Buy
+1,798
New +$219K 0.06% 278

Other funds holding PTON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

StoneX Group's PTON Position: Q4 2023 in Review

StoneX Group sold out of Peloton Interactive (PTON) in Q4 2023, closing a stake of 11,034 shares — an estimated $55.7K sold.

StoneX Group first reported a position in PTON in Q4 2020 and held it in 4 quarters. The position peaked at $273K in Q4 2020. 402 funds tracked by Wall St. Rank hold PTON as of Q4 2023.

  • StoneX Group reported no remaining Peloton Interactive position as of Q4 2023 after selling out during the quarter.
  • StoneX Group sold 11,034 Peloton Interactive shares in Q4 2023, an estimated $55.7K.
  • StoneX Group first reported a position in Peloton Interactive in Q4 2020 and held it in 4 quarters.
  • StoneX Group's Peloton Interactive position peaked at $273K in Q4 2020.
  • 402 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2023.

Based on StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.