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Lee Financial’s PennyMac Financial PFSI Stock Holding History

Lee Financial’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
Q2 		– Sell
-27
Closed -$1K – 962
2022
Q1 		$1K Sell
27
-21
-44% -$1.27K ﹤0.01% 731
2021
Q4 		$3K Hold
48
– – ﹤0.01% 681
2021
Q3 		$3K Hold
48
– – ﹤0.01% 564
2021
Q2 		$3K Buy
+48
New +$2.92K ﹤0.01% 522

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lee Financial's PFSI Position: Q2 2022 in Review

Lee Financial sold out of PennyMac Financial (PFSI) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

Lee Financial first reported a position in PFSI in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 173 funds tracked by Wall St. Rank hold PFSI as of Q2 2022.

  • Lee Financial reported no remaining PennyMac Financial position as of Q2 2022 after selling out during the quarter.
  • Lee Financial sold 27 PennyMac Financial shares in Q2 2022, an estimated $1K.
  • Lee Financial first reported a position in PennyMac Financial in Q2 2021 and held it in 4 quarters.
  • Lee Financial's PennyMac Financial position peaked at $3K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.