Saxon Interests’s PennyMac Financial PFSI Stock Holding History

Saxon Interests’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	-2,352	Closed	-$208K	–	200
2023 Q4	$208K	Buy	+2,352	New	+$177K	0.1%	172

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

Saxon Interests's PFSI Position: Q1 2024 in Review

Saxon Interests sold out of PennyMac Financial (PFSI) in Q1 2024, closing a stake of 2,352 shares — an estimated $208K sold.

Saxon Interests first reported a position in PFSI in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 193 funds tracked by Wall St. Rank hold PFSI as of Q1 2024.

Saxon Interests reported no remaining PennyMac Financial position as of Q1 2024 after selling out during the quarter.
Saxon Interests sold 2,352 PennyMac Financial shares in Q1 2024, an estimated $208K.
Saxon Interests first reported a position in PennyMac Financial in Q4 2023 and held it in 1 quarter.
Saxon Interests's PennyMac Financial position peaked at $208K in Q4 2023.
193 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2024.

Based on Saxon Interests's 13F filing for Q1 2024, filed 18 Apr 2024.