CI
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Cavalier Investments’s PennyMac Financial PFSI Stock Holding History

Cavalier Investments’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
2020
Q2 		– Sell
-25,800
Closed -$570K – 110
2020
Q1 		$570K Buy
25,800
+16,500
+177% +$531K 0.34% 61
2019
Q4 		$317K Hold
9,300
– – 0.14% 114
2019
Q3 		$283K Buy
+9,300
New +$251K 0.12% 108
2017
Q3 		– Sell
-17,000
Closed -$290K – 173
2017
Q2 		$290K Hold
17,000
– – 0.16% 115
2017
Q1 		$290K Buy
+17,000
New +$294K 0.16% 118

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return