E. Ohman J:or Asset Management’s PennyMac Financial PFSI Stock Holding History

E. Ohman J:or Asset Management’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
2024 Q2	–	Sell	-19,656	Closed	-$1.79M	–	431
2024 Q1	$1.79M	Sell	19,656 -410	-2%	-$35.8K	0.05%	171
2023 Q4	$1.77M	Sell	20,066 -12,145	-38%	-$912K	0.06%	146
2023 Q3	$2.15M	Sell	32,211 -2,300	-7%	-$165K	0.08%	124
2023 Q2	$2.43M	Buy	34,511 +800	+2%	+$50.7K	0.09%	122
2023 Q1	$2.01M	Sell	33,711 -3,469	-9%	-$215K	0.08%	144
2022 Q4	$2.11M	Hold	37,180	–	–	0.09%	130
2022 Q3	$1.6M	Sell	37,180 -7,554	-17%	-$395K	0.07%	159
2022 Q2	$1.96M	Buy	44,734 +1,602	+4%	+$75.7K	0.08%	138
2022 Q1	$2.29M	Sell	43,132 -68	-0.2%	-$4.11K	0.08%	150
2021 Q4	$3.01M	Sell	43,200 -3,000	-6%	-$198K	0.09%	143
2021 Q3	$2.82M	Hold	46,200	–	–	0.09%	131
2021 Q2	$2.85M	Buy	46,200 +2,500	+6%	+$152K	0.09%	135
2021 Q1	$2.92M	Buy	+43,700	New	+$2.71M	0.11%	117

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

E. Ohman J:or Asset Management's PFSI Position: Q2 2024 in Review

E. Ohman J:or Asset Management sold out of PennyMac Financial (PFSI) in Q2 2024, closing a stake of 19,656 shares — an estimated $1.79M sold.

E. Ohman J:or Asset Management first reported a position in PFSI in Q1 2021 and held it in 13 quarters. The position peaked at $3.01M in Q4 2021. 184 funds tracked by Wall St. Rank hold PFSI as of Q2 2024.

E. Ohman J:or Asset Management reported no remaining PennyMac Financial position as of Q2 2024 after selling out during the quarter.
E. Ohman J:or Asset Management sold 19,656 PennyMac Financial shares in Q2 2024, an estimated $1.79M.
E. Ohman J:or Asset Management first reported a position in PennyMac Financial in Q1 2021 and held it in 13 quarters.
E. Ohman J:or Asset Management's PennyMac Financial position peaked at $3.01M in Q4 2021.
184 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2024.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.