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Leuthold Group’s PennyMac Financial PFSI Stock Holding History

Leuthold Group’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
-35,418
Closed -$1.88M – 206
2022
Q1 		$1.88M Sell
35,418
-131
-0.4% -$7.92K 0.24% 118
2021
Q4 		$2.48M Sell
35,549
-855
-2% -$56.4K 0.29% 117
2021
Q3 		$2.23M Buy
36,404
+113
+0.3% +$7.17K 0.27% 111
2021
Q2 		$2.24M Sell
36,291
-699
-2% -$42.5K 0.28% 115
2021
Q1 		$2.47M Sell
36,990
-2,344
-6% -$145K 0.31% 109
2020
Q4 		$2.58M Buy
+39,334
New +$2.34M 0.34% 105

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 $3.37T AUM 44.26% 1-Year Est. Return
EIP
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

Leuthold Group's PFSI Position: Q2 2022 in Review

Leuthold Group sold out of PennyMac Financial (PFSI) in Q2 2022, closing a stake of 35,418 shares — an estimated $1.88M sold.

Leuthold Group first reported a position in PFSI in Q4 2020 and held it in 6 quarters. The position peaked at $2.58M in Q4 2020. 173 funds tracked by Wall St. Rank hold PFSI as of Q2 2022.

  • Leuthold Group reported no remaining PennyMac Financial position as of Q2 2022 after selling out during the quarter.
  • Leuthold Group sold 35,418 PennyMac Financial shares in Q2 2022, an estimated $1.88M.
  • Leuthold Group first reported a position in PennyMac Financial in Q4 2020 and held it in 6 quarters.
  • Leuthold Group's PennyMac Financial position peaked at $2.58M in Q4 2020.
  • 173 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2022.

Based on Leuthold Group's 13F filing for Q2 2022, filed 1 Aug 2022.