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Zuckerman Investment Group’s Peloton Interactive PTON Stock Holding History

Zuckerman Investment 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
2021
Q3 		– Sell
-1,851
Closed -$230K – 117
2021
Q2 		$230K Hold
1,851
– – 0.04% 106
2021
Q1 		$208K Buy
+1,851
New +$246K 0.03% 103

Other funds holding PTON

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zuckerman Investment Group's PTON Position: Q3 2021 in Review

Zuckerman Investment Group sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 1,851 shares — an estimated $230K sold.

Zuckerman Investment Group first reported a position in PTON in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Zuckerman Investment Group reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Zuckerman Investment Group sold 1,851 Peloton Interactive shares in Q3 2021, an estimated $230K.
  • Zuckerman Investment Group first reported a position in Peloton Interactive in Q1 2021 and held it in 2 quarters.
  • Zuckerman Investment Group's Peloton Interactive position peaked at $230K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

Based on Zuckerman Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.