Zacks Investment Management’s PennyMac Mortgage Investment PMT Stock Holding History

Zacks Investment Management’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-79,134	Closed	-$1.76M	–	576
2019 Q4	$1.76M	Sell	79,134 -4,550	-5%	-$103K	0.03%	295
2019 Q3	$1.86M	Buy	83,684 +50,460	+152%	+$1.11M	0.04%	269
2019 Q2	$725K	Buy	+33,224	New	+$705K	0.01%	427
2017 Q2	–	Sell	-12,010	Closed	-$213K	–	664
2017 Q1	$213K	Sell	12,010 -139,393	-92%	-$2.36M	0.01%	568
2016 Q4	$2.48M	Buy	+151,403	New	+$2.4M	0.07%	188

Other funds holding PMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Zacks Investment Management's PMT Position: Q1 2020 in Review

Zacks Investment Management sold out of PennyMac Mortgage Investment (PMT) in Q1 2020, closing a stake of 79,134 shares — an estimated $1.76M sold.

Zacks Investment Management first reported a position in PMT in Q4 2016 and held it in 5 quarters. The position peaked at $2.48M in Q4 2016. 190 funds tracked by Wall St. Rank hold PMT as of Q1 2020.

Zacks Investment Management reported no remaining PennyMac Mortgage Investment position as of Q1 2020 after selling out during the quarter.
Zacks Investment Management sold 79,134 PennyMac Mortgage Investment shares in Q1 2020, an estimated $1.76M.
Zacks Investment Management first reported a position in PennyMac Mortgage Investment in Q4 2016 and held it in 5 quarters.
Zacks Investment Management's PennyMac Mortgage Investment position peaked at $2.48M in Q4 2016.
190 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.