Voloridge Investment Management
PFSI icon

Voloridge Investment Management’s PennyMac Financial PFSI Stock Holding History

Voloridge Investment 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
2023
Q4 		– Sell
-3,474
Closed -$231K – 1398
2023
Q3 		$231K Buy
+3,474
New +$250K ﹤0.01% 1309
2022
Q2 		– Sell
-31,031
Closed -$1.65M – 1584
2022
Q1 		$1.65M Sell
31,031
-138,079
-82% -$8.35M 0.01% 1006
2021
Q4 		$11.8M Sell
169,110
-75,899
-31% -$5.01M 0.06% 414
2021
Q3 		$15M Sell
245,009
-9,691
-4% -$615K 0.1% 290
2021
Q2 		$15.7M Buy
254,700
+202,272
+386% +$12.3M 0.11% 243
2021
Q1 		$3.51M Buy
+52,428
New +$3.25M 0.03% 638
2020
Q4 		– Sell
-100,038
Closed -$5.81M – 1507
2020
Q3 		$5.81M Buy
100,038
+43,176
+76% +$2.14M 0.05% 407
2020
Q2 		$2.38M Buy
56,862
+19,355
+52% +$613K 0.03% 562
2020
Q1 		$829K Buy
+37,507
New +$1.21M 0.02% 562
2019
Q4 		– Sell
-13,263
Closed -$403K – 1296
2019
Q3 		$403K Buy
+13,263
New +$358K 0.01% 862

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Voloridge Investment Management's PFSI Position: Q4 2023 in Review

Voloridge Investment Management sold out of PennyMac Financial (PFSI) in Q4 2023, closing a stake of 3,474 shares — an estimated $231K sold.

Voloridge Investment Management first reported a position in PFSI in Q3 2019 and held it in 10 quarters. The position peaked at $15.7M in Q2 2021. 192 funds tracked by Wall St. Rank hold PFSI as of Q4 2023.

  • Voloridge Investment Management reported no remaining PennyMac Financial position as of Q4 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 3,474 PennyMac Financial shares in Q4 2023, an estimated $231K.
  • Voloridge Investment Management first reported a position in PennyMac Financial in Q3 2019 and held it in 10 quarters.
  • Voloridge Investment Management's PennyMac Financial position peaked at $15.7M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2023.

Based on Voloridge Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.