KI
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Kula Investments’s PennyMac Financial PFSI Stock Holding History

Kula Investments’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
2023
Q1 		$263K Buy
+4,418
New +$273K 0.06% 496

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's PFSI Position: Q1 2023 in Review

Kula Investments opened a new position in PennyMac Financial (PFSI) in Q1 2023: 4,418 shares worth $263K. The stake represents 0.06% of the portfolio and ranks #496 among its holdings.

175 funds tracked by Wall St. Rank hold PFSI as of Q1 2023.

  • Kula Investments held 4,418 shares of PennyMac Financial worth $263K as of Q1 2023.
  • PennyMac Financial was a new Kula Investments position in Q1 2023.
  • PennyMac Financial made up 0.06% of Kula Investments's portfolio in Q1 2023, its #496 holding.
  • 175 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.