Ellevest Inc’s PennyMac Financial PFSI Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-3	Closed	–	–	1792
2022 Q2	$0	Buy	+3	New	+$142	﹤0.01%	1614

Other funds holding PFSI

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

BlackRock New York $5.72T AUM 30.48% 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

Goldman Sachs New York $871B AUM 31.28% 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

Ellevest Inc's PFSI Position: Q3 2022 in Review

Ellevest Inc sold out of PennyMac Financial (PFSI) in Q3 2022, closing a stake of 3 shares.

Ellevest Inc first reported a position in PFSI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

Ellevest Inc reported no remaining PennyMac Financial position as of Q3 2022 after selling out during the quarter.
Ellevest Inc sold 3 PennyMac Financial shares in Q3 2022.
Ellevest Inc first reported a position in PennyMac Financial in Q2 2022 and held it in 1 quarter.
Ellevest Inc's PennyMac Financial position peaked at $0 in Q2 2022.
169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.