LM Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

LM Advisors’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,400	Closed	-$35.9K	–	585
2023 Q4	$35.9K	Buy	+2,400	New	+$32.2K	0.01%	372

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LM Advisors's PMT Position: Q1 2024 in Review

LM Advisors sold out of PennyMac Mortgage Investment (PMT) in Q1 2024, closing a stake of 2,400 shares — an estimated $35.9K sold.

LM Advisors first reported a position in PMT in Q4 2023 and held it in 1 quarter. The position peaked at $35.9K in Q4 2023. 191 funds tracked by Wall St. Rank hold PMT as of Q1 2024.

LM Advisors reported no remaining PennyMac Mortgage Investment position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,400 PennyMac Mortgage Investment shares in Q1 2024, an estimated $35.9K.
LM Advisors first reported a position in PennyMac Mortgage Investment in Q4 2023 and held it in 1 quarter.
LM Advisors's PennyMac Mortgage Investment position peaked at $35.9K in Q4 2023.
191 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.