Sumitomo Mitsui Trust Group
PFSI icon

Sumitomo Mitsui Trust Group’s PennyMac Financial PFSI Stock Holding History

Sumitomo Mitsui Trust 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
2021
Q3 		– Sell
-4,000
Closed -$247K – 1203
2021
Q2 		$247K Hold
4,000
– – ﹤0.01% 1160
2021
Q1 		$267K Buy
+4,000
New +$248K ﹤0.01% 1120

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PFSI Position: Q3 2021 in Review

Sumitomo Mitsui Trust Group sold out of PennyMac Financial (PFSI) in Q3 2021, closing a stake of 4,000 shares — an estimated $247K sold.

Sumitomo Mitsui Trust Group first reported a position in PFSI in Q1 2021 and held it in 2 quarters. The position peaked at $267K in Q1 2021. 200 funds tracked by Wall St. Rank hold PFSI as of Q3 2021.

  • Sumitomo Mitsui Trust Group reported no remaining PennyMac Financial position as of Q3 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 4,000 PennyMac Financial shares in Q3 2021, an estimated $247K.
  • Sumitomo Mitsui Trust Group first reported a position in PennyMac Financial in Q1 2021 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's PennyMac Financial position peaked at $267K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2021, filed 25 Oct 2021.