Yousif Capital Management’s Penumbra PEN Stock Holding History

Yousif Capital Management’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
2026 Q1	$3.92M	Sell	11,929 -571	-5%	-$193K	0.05%	371
2025 Q4	$4.44M	Sell	12,500 -170	-1%	-$47K	0.05%	350
2025 Q3	$3.21M	Sell	12,670 -788	-6%	-$199K	0.03%	489
2025 Q2	$3.45M	Sell	13,458 -170	-1%	-$46.3K	0.04%	457
2025 Q1	$3.64M	Sell	13,628 -357	-3%	-$96.6K	0.04%	409
2024 Q4	$3.32M	Sell	13,985 -749	-5%	-$170K	0.04%	462
2024 Q3	$2.86M	Sell	14,734 -1,949	-12%	-$368K	0.03%	564
2024 Q2	$3M	Sell	16,683 -1,258	-7%	-$251K	0.03%	537
2024 Q1	$4M	Sell	17,941 -458	-2%	-$113K	0.04%	434
2023 Q4	$4.63M	Buy	18,399 +234	+1%	+$51.7K	0.05%	358
2023 Q3	$4.39M	Sell	18,165 -925	-5%	-$257K	0.06%	345
2023 Q2	$6.57M	Sell	19,090 -541	-3%	-$166K	0.08%	238
2023 Q1	$5.47M	Sell	19,631 -20	-0.1%	-$5.11K	0.07%	275
2022 Q4	$4.37M	Buy	19,651 +280	+1%	+$54.7K	0.06%	355
2022 Q3	$3.67M	Sell	19,371 -512	-3%	-$82.2K	0.05%	382
2022 Q2	$2.48M	Buy	19,883 +1,420	+8%	+$225K	0.03%	658
2022 Q1	$4.1M	Buy	18,463 +366	+2%	+$81.3K	0.04%	460
2021 Q4	$5.2M	Buy	+18,097	New	+$4.78M	0.05%	372

Other funds holding PEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return