Cerity Partners
PMT

Cerity Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Cerity Partners’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,464
Closed -$798K – 1883
2023
Q1 		$798K Buy
+2,464
New +$33.1K ﹤0.01% 1080

Other funds holding PMT

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T. Rowe Price Investment Management
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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's PMT Position: Q2 2023 in Review

Cerity Partners sold out of PennyMac Mortgage Investment (PMT) in Q2 2023, closing a stake of 2,464 shares — an estimated $798K sold.

Cerity Partners first reported a position in PMT in Q1 2023 and held it in 1 quarter. The position peaked at $798K in Q1 2023. 176 funds tracked by Wall St. Rank hold PMT as of Q2 2023.

  • Cerity Partners reported no remaining PennyMac Mortgage Investment position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 2,464 PennyMac Mortgage Investment shares in Q2 2023, an estimated $798K.
  • Cerity Partners first reported a position in PennyMac Mortgage Investment in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's PennyMac Mortgage Investment position peaked at $798K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.