GS
PFSI icon

George Soros’s PennyMac Financial PFSI Stock Holding History

George Soros’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
2021
Q1 		– Sell
-433,351
Closed -$28.4M – 247
2020
Q4 		$28.4M Buy
433,351
+26,965
+7% +$1.6M 0.54% 32
2020
Q3 		$23.6M Buy
406,386
+24,793
+6% +$1.23M 0.58% 36
2020
Q2 		$15.9M Buy
+381,593
New +$12.1M 0.36% 49
2016
Q1 		– Sell
-187,382
Closed -$2.88M – 290
2015
Q4 		$2.88M Hold
187,382
– – 0.05% 143
2015
Q3 		$3M Hold
187,382
– – 0.05% 164
2015
Q2 		$3.4M Hold
187,382
– – 0.03% 188
2015
Q1 		$3.18M Hold
187,382
– – 0.03% 180
2014
Q4 		$3.24M Hold
187,382
– – 0.04% 158
2014
Q3 		$2.75M Hold
187,382
– – 0.02% 224
2014
Q2 		$2.85M Buy
+187,382
New +$2.99M 0.02% 232

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

George Soros's PFSI Position: Q1 2021 in Review

George Soros sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 433,351 shares — an estimated $28.4M sold.

George Soros first reported a position in PFSI in Q2 2014 and held it in 10 quarters. The position peaked at $28.4M in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • George Soros reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • George Soros sold 433,351 PennyMac Financial shares in Q1 2021, an estimated $28.4M.
  • George Soros first reported a position in PennyMac Financial in Q2 2014 and held it in 10 quarters.
  • George Soros's PennyMac Financial position peaked at $28.4M in Q4 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Soros Fund Management's 13F filing for Q1 2021, filed 14 May 2021.