Boaz Weinstein’s PennyMac Financial PFSI Stock Holding History

Boaz Weinstein’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-54,393	Closed	-$2.88M	–	941
2022 Q3	$2.33M	Buy	54,393 +21,118	+63%	+$1.1M	0.03%	620
2022 Q2	$1.45M	Sell	33,275 -31,205	-48%	-$1.47M	0.02%	688
2022 Q1	$3.43M	Buy	+64,480	New	+$3.9M	0.05%	506
2021 Q4	–	Sell	-13,500	Closed	-$891K	–	753
2021 Q3	$825K	Buy	+13,500	New	+$857K	0.02%	450

Other funds holding PFSI

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boaz Weinstein's PFSI Position: Q4 2022 in Review

Boaz Weinstein sold out of PennyMac Financial (PFSI) in Q4 2022, closing a stake of 54,393 shares — an estimated $2.88M sold.

Boaz Weinstein first reported a position in PFSI in Q3 2021 and held it in 4 quarters. The position peaked at $3.43M in Q1 2022. 179 funds tracked by Wall St. Rank hold PFSI as of Q4 2022.

Boaz Weinstein reported no remaining PennyMac Financial position as of Q4 2022 after selling out during the quarter.
Boaz Weinstein sold 54,393 PennyMac Financial shares in Q4 2022, an estimated $2.88M.
Boaz Weinstein first reported a position in PennyMac Financial in Q3 2021 and held it in 4 quarters.
Boaz Weinstein's PennyMac Financial position peaked at $3.43M in Q1 2022.
179 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2022.

Based on Saba Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.