Lido Advisors
PFSI icon

Lido Advisors’s PennyMac Financial PFSI Stock Holding History

Lido Advisors’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
-7,329
Closed -$480K – 890
2020
Q4 		$480K Sell
7,329
-4,073
-36% -$242K 0.01% 485
2020
Q3 		$663K Sell
11,402
-2,937
-20% -$146K 0.02% 332
2020
Q2 		$599K Sell
14,339
-356
-2% -$11.3K 0.02% 318
2020
Q1 		$325K Buy
14,695
+3,646
+33% +$117K 0.01% 401
2019
Q4 		$376K Buy
+11,049
New +$359K 0.02% 446

Other funds holding PFSI

T. Rowe Price Associates
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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 $3.38T AUM 44.17% 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
PAR Capital Management
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

Lido Advisors's PFSI Position: Q1 2021 in Review

Lido Advisors sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 7,329 shares — an estimated $480K sold.

Lido Advisors first reported a position in PFSI in Q4 2019 and held it in 5 quarters. The position peaked at $663K in Q3 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • Lido Advisors reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • Lido Advisors sold 7,329 PennyMac Financial shares in Q1 2021, an estimated $480K.
  • Lido Advisors first reported a position in PennyMac Financial in Q4 2019 and held it in 5 quarters.
  • Lido Advisors's PennyMac Financial position peaked at $663K in Q3 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.