Neuberger Berman Group
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Neuberger Berman Group’s PennyMac Financial PFSI Stock Holding History

Neuberger Berman 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
-3,914
Closed -$208K – 1908
2022
Q1 		$208K Buy
3,914
+472
+14% +$28.5K ﹤0.01% 1800
2021
Q4 		$239K Sell
3,442
-6,418
-65% -$424K ﹤0.01% 1787
2021
Q3 		$603K Buy
9,860
+128
+1% +$8.13K ﹤0.01% 1431
2021
Q2 		$601K Sell
9,732
-4,564
-32% -$277K ﹤0.01% 1442
2021
Q1 		$956K Buy
14,296
+5,488
+62% +$340K ﹤0.01% 1341
2020
Q4 		$578K Sell
8,808
-10,912
-55% -$649K ﹤0.01% 1372
2020
Q3 		$1.15M Buy
+19,720
New +$977K ﹤0.01% 1180

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

Neuberger Berman Group's PFSI Position: Q2 2022 in Review

Neuberger Berman Group sold out of PennyMac Financial (PFSI) in Q2 2022, closing a stake of 3,914 shares — an estimated $208K sold.

Neuberger Berman Group first reported a position in PFSI in Q3 2020 and held it in 7 quarters. The position peaked at $1.15M in Q3 2020. 173 funds tracked by Wall St. Rank hold PFSI as of Q2 2022.

  • Neuberger Berman Group reported no remaining PennyMac Financial position as of Q2 2022 after selling out during the quarter.
  • Neuberger Berman Group sold 3,914 PennyMac Financial shares in Q2 2022, an estimated $208K.
  • Neuberger Berman Group first reported a position in PennyMac Financial in Q3 2020 and held it in 7 quarters.
  • Neuberger Berman Group's PennyMac Financial position peaked at $1.15M in Q3 2020.
  • 173 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2022.

Based on Neuberger Berman Group's 13F filing for Q2 2022, filed 15 Aug 2022.