WCM
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Weld Capital Management’s PennyMac Financial PFSI Stock Holding History

Weld Capital 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
Q4 		– Sell
-11,469
Closed -$348K – 855
2019
Q3 		$348K Buy
+11,469
New +$309K 0.06% 518

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T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Weld Capital Management's PFSI Position: Q4 2019 in Review

Weld Capital Management sold out of PennyMac Financial (PFSI) in Q4 2019, closing a stake of 11,469 shares — an estimated $348K sold.

Weld Capital Management first reported a position in PFSI in Q3 2019 and held it in 1 quarter. The position peaked at $348K in Q3 2019. 151 funds tracked by Wall St. Rank hold PFSI as of Q4 2019.

  • Weld Capital Management reported no remaining PennyMac Financial position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 11,469 PennyMac Financial shares in Q4 2019, an estimated $348K.
  • Weld Capital Management first reported a position in PennyMac Financial in Q3 2019 and held it in 1 quarter.
  • Weld Capital Management's PennyMac Financial position peaked at $348K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.