New York Life Investment Management’s PennyMac Financial PFSI Stock Holding History

New York Life Investment Management’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
2024 Q1	–	Sell	-5,793	Closed	-$512K	–	1482
2023 Q4	$512K	Sell	5,793 -170	-3%	-$12.8K	0.01%	821
2023 Q3	$397K	Sell	5,963 -955	-14%	-$68.7K	﹤0.01%	879
2023 Q2	$486K	Sell	6,918 -1,199	-15%	-$75.9K	0.01%	742
2023 Q1	$484K	Sell	8,117 -2,548	-24%	-$158K	0.01%	825
2022 Q4	$604K	Buy	10,665 +1,146	+12%	+$60.7K	0.01%	767
2022 Q3	$408K	Buy	9,519 +753	+9%	+$39.4K	﹤0.01%	934
2022 Q2	$383K	Buy	+8,766	New	+$414K	﹤0.01%	1017

Other funds holding PFSI

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

New York Life Investment Management's PFSI Position: Q1 2024 in Review

New York Life Investment Management sold out of PennyMac Financial (PFSI) in Q1 2024, closing a stake of 5,793 shares — an estimated $512K sold.

New York Life Investment Management first reported a position in PFSI in Q2 2022 and held it in 7 quarters. The position peaked at $604K in Q4 2022. 193 funds tracked by Wall St. Rank hold PFSI as of Q1 2024.

New York Life Investment Management reported no remaining PennyMac Financial position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 5,793 PennyMac Financial shares in Q1 2024, an estimated $512K.
New York Life Investment Management first reported a position in PennyMac Financial in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's PennyMac Financial position peaked at $604K in Q4 2022.
193 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.