Tri Locum Partners’s Penumbra PEN Stock Holding History

Tri Locum Partners’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
2021 Q1	–	Sell	-1,695	Closed	-$297K	–	68
2020 Q4	$297K	Buy	+1,695	New	+$371K	0.11%	49

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tri Locum Partners's PEN Position: Q1 2021 in Review

Tri Locum Partners sold out of Penumbra (PEN) in Q1 2021, closing a stake of 1,695 shares — an estimated $297K sold.

Tri Locum Partners first reported a position in PEN in Q4 2020 and held it in 1 quarter. The position peaked at $297K in Q4 2020. 272 funds tracked by Wall St. Rank hold PEN as of Q1 2021.

Tri Locum Partners reported no remaining Penumbra position as of Q1 2021 after selling out during the quarter.
Tri Locum Partners sold 1,695 Penumbra shares in Q1 2021, an estimated $297K.
Tri Locum Partners first reported a position in Penumbra in Q4 2020 and held it in 1 quarter.
Tri Locum Partners's Penumbra position peaked at $297K in Q4 2020.
272 funds tracked by Wall St. Rank held Penumbra as of Q1 2021.

Based on Tri Locum Partners's 13F filing for Q1 2021, filed 17 May 2021.