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Systematic Financial Management’s PennyMac Financial PFSI Stock Holding History

Systematic Financial 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
2019
Q2 		– Sell
-56,625
Closed -$1.26M – 656
2019
Q1 		$1.26M Buy
56,625
+1,755
+3% +$38.5K 0.04% 366
2018
Q4 		$1.17M Buy
54,870
+635
+1% +$13K 0.04% 350
2018
Q3 		$1.13M Buy
+54,235
New +$1.12M 0.03% 547

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Systematic Financial Management's PFSI Position: Q2 2019 in Review

Systematic Financial Management sold out of PennyMac Financial (PFSI) in Q2 2019, closing a stake of 56,625 shares — an estimated $1.26M sold.

Systematic Financial Management first reported a position in PFSI in Q3 2018 and held it in 3 quarters. The position peaked at $1.26M in Q1 2019. 108 funds tracked by Wall St. Rank hold PFSI as of Q2 2019.

  • Systematic Financial Management reported no remaining PennyMac Financial position as of Q2 2019 after selling out during the quarter.
  • Systematic Financial Management sold 56,625 PennyMac Financial shares in Q2 2019, an estimated $1.26M.
  • Systematic Financial Management first reported a position in PennyMac Financial in Q3 2018 and held it in 3 quarters.
  • Systematic Financial Management's PennyMac Financial position peaked at $1.26M in Q1 2019.
  • 108 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2019.

Based on Systematic Financial Management's 13F filing for Q2 2019, filed 26 Jul 2019.