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Harel Insurance Investments & Financial Services’s PennyMac Financial PFSI Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-4,000
Closed -$245K – 799
2021
Q3 		$245K Hold
4,000
– – 0.01% 342
2021
Q2 		$805K Hold
4,000
– – 0.02% 369
2021
Q1 		$894K Sell
4,000
-5,000
-56% -$310K 0.02% 386
2020
Q4 		$1.9M Buy
+9,000
New +$535K 0.05% 190

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PFSI Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of PennyMac Financial (PFSI) in Q4 2021, closing a stake of 4,000 shares — an estimated $245K sold.

Harel Insurance Investments & Financial Services first reported a position in PFSI in Q4 2020 and held it in 4 quarters. The position peaked at $1.9M in Q4 2020. 204 funds tracked by Wall St. Rank hold PFSI as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining PennyMac Financial position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,000 PennyMac Financial shares in Q4 2021, an estimated $245K.
  • Harel Insurance Investments & Financial Services first reported a position in PennyMac Financial in Q4 2020 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's PennyMac Financial position peaked at $1.9M in Q4 2020.
  • 204 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.