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Simplicity Solutions’s PennyMac Financial PFSI Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-4,114
Closed -$270K – 831
2020
Q4 		$270K Sell
4,114
-104
-2% -$6.19K ﹤0.01% 807
2020
Q3 		$245K Buy
+4,218
New +$209K ﹤0.01% 770
2020
Q1 		– Sell
-6,164
Closed -$210K – 860
2019
Q4 		$210K Buy
+6,164
New +$200K 0.01% 789

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Solutions's PFSI Position: Q1 2021 in Review

Simplicity Solutions sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 4,114 shares — an estimated $270K sold.

Simplicity Solutions first reported a position in PFSI in Q4 2019 and held it in 3 quarters. The position peaked at $270K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • Simplicity Solutions reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 4,114 PennyMac Financial shares in Q1 2021, an estimated $270K.
  • Simplicity Solutions first reported a position in PennyMac Financial in Q4 2019 and held it in 3 quarters.
  • Simplicity Solutions's PennyMac Financial position peaked at $270K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.