Schroder Investment Management Group
PFSI icon

Schroder Investment Management Group’s PennyMac Financial PFSI Stock Holding History

Schroder Investment Management 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
Q3 		– Sell
-142,332
Closed -$6.22M – 1332
2022
Q2 		$6.22M Buy
142,332
+3,052
+2% +$144K 0.01% 749
2022
Q1 		$7.56M Buy
+139,280
New +$8.42M 0.01% 733

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SM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Epoch Investment Partners
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

Schroder Investment Management Group's PFSI Position: Q3 2022 in Review

Schroder Investment Management Group sold out of PennyMac Financial (PFSI) in Q3 2022, closing a stake of 142,332 shares — an estimated $6.22M sold.

Schroder Investment Management Group first reported a position in PFSI in Q1 2022 and held it in 2 quarters. The position peaked at $7.56M in Q1 2022. 169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

  • Schroder Investment Management Group reported no remaining PennyMac Financial position as of Q3 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 142,332 PennyMac Financial shares in Q3 2022, an estimated $6.22M.
  • Schroder Investment Management Group first reported a position in PennyMac Financial in Q1 2022 and held it in 2 quarters.
  • Schroder Investment Management Group's PennyMac Financial position peaked at $7.56M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on Schroder Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.