Zacks Investment Management
PFSI icon

Zacks Investment Management’s PennyMac Financial PFSI Stock Holding History

Zacks 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
2021
Q2 		– Sell
-39,525
Closed -$2.64M – 604
2021
Q1 		$2.64M Buy
39,525
+1,010
+3% +$62.7K 0.05% 241
2020
Q4 		$2.53M Sell
38,515
-17,616
-31% -$1.05M 0.05% 218
2020
Q3 		$3.26M Sell
56,131
-20,577
-27% -$1.02M 0.07% 173
2020
Q2 		$3.21M Sell
76,708
-17,811
-19% -$564K 0.07% 166
2020
Q1 		$2.09M Buy
94,519
+3,171
+3% +$102K 0.05% 188
2019
Q4 		$3.11M Sell
91,348
-21,168
-19% -$687K 0.06% 195
2019
Q3 		$3.42M Buy
+112,516
New +$3.04M 0.07% 183

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PAR Capital Management
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

Zacks Investment Management's PFSI Position: Q2 2021 in Review

Zacks Investment Management sold out of PennyMac Financial (PFSI) in Q2 2021, closing a stake of 39,525 shares — an estimated $2.64M sold.

Zacks Investment Management first reported a position in PFSI in Q3 2019 and held it in 7 quarters. The position peaked at $3.42M in Q3 2019. 202 funds tracked by Wall St. Rank hold PFSI as of Q2 2021.

  • Zacks Investment Management reported no remaining PennyMac Financial position as of Q2 2021 after selling out during the quarter.
  • Zacks Investment Management sold 39,525 PennyMac Financial shares in Q2 2021, an estimated $2.64M.
  • Zacks Investment Management first reported a position in PennyMac Financial in Q3 2019 and held it in 7 quarters.
  • Zacks Investment Management's PennyMac Financial position peaked at $3.42M in Q3 2019.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2021.

Based on Zacks Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.