Cooperman Leon G’s PennyMac Financial PFSI Stock Holding History

Cooperman Leon G’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 Q2	–	Sell	-50,000	Closed	-$2.66M	–	55
2022 Q1	$2.66M	Hold	50,000	–	–	0.14%	40
2021 Q4	$3.49M	Sell	50,000 -332,328	-87%	-$21.9M	0.18%	43
2021 Q3	$23.4M	Buy	382,328 +282,103	+281%	+$17.9M	1.24%	24
2021 Q2	$6.19M	Buy	+100,225	New	+$6.09M	0.35%	41
2019 Q3	–	Sell	-279,389	Closed	-$6.2M	–	63
2019 Q2	$6.2M	Sell	279,389 -696,004	-71%	-$15.5M	0.37%	46
2019 Q1	$21.7M	Buy	+975,393	New	+$21.4M	1.33%	27
2014 Q2	$50M	Hold	3,291,600	–	–	0.66%	57
2014 Q1	$54.8M	Buy	3,291,600 +532,000	+19%	+$9.27M	0.73%	53
2013 Q4	$48.4M	Hold	2,759,600	–	–	0.69%	47
2013 Q3	$51.9M	Hold	2,759,600	–	–	0.78%	45
2013 Q2	$58.7M	Buy	+2,759,600	New	+$57.9M	0.9%	39

Other funds holding PFSI

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cooperman Leon G's PFSI Position: Q2 2022 in Review

Cooperman Leon G sold out of PennyMac Financial (PFSI) in Q2 2022, closing a stake of 50,000 shares — an estimated $2.66M sold.

Cooperman Leon G first reported a position in PFSI in Q2 2013 and held it in 11 quarters. The position peaked at $58.7M in Q2 2013. 174 funds tracked by Wall St. Rank hold PFSI as of Q2 2022.

Cooperman Leon G reported no remaining PennyMac Financial position as of Q2 2022 after selling out during the quarter.
Cooperman Leon G sold 50,000 PennyMac Financial shares in Q2 2022, an estimated $2.66M.
Cooperman Leon G first reported a position in PennyMac Financial in Q2 2013 and held it in 11 quarters.
Cooperman Leon G's PennyMac Financial position peaked at $58.7M in Q2 2013.
174 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2022.

Based on Cooperman Leon G's 13F filing for Q2 2022, filed 31 Aug 2023.