Cambridge Trust’s PennyMac Financial PFSI Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-7	Closed	–	–	1102
2021 Q4	$0	Buy	+7	New	+$462	﹤0.01%	1115

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Trust's PFSI Position: Q1 2022 in Review

Cambridge Trust sold out of PennyMac Financial (PFSI) in Q1 2022, closing a stake of 7 shares.

Cambridge Trust first reported a position in PFSI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 186 funds tracked by Wall St. Rank hold PFSI as of Q1 2022.

Cambridge Trust reported no remaining PennyMac Financial position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 7 PennyMac Financial shares in Q1 2022.
Cambridge Trust first reported a position in PennyMac Financial in Q4 2021 and held it in 1 quarter.
Cambridge Trust's PennyMac Financial position peaked at $0 in Q4 2021.
186 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.