Bartlett & Co’s Phinia Inc PHIN Stock Holding History

Bartlett & Co’s Portfolio PHIN Stock Details PHIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9K	Buy	300 +260	+650%	+$6.97K	﹤0.01%	1021
2023 Q3	$1K	Buy	+40	New	+$1.11K	﹤0.01%	1110

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co's PHIN Position: Q4 2023 in Review

Bartlett & Co increased its Phinia Inc (PHIN) stake by 650% in Q4 2023, buying an estimated $6.97K and bringing the position to 300 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Bartlett & Co first reported a position in PHIN in Q3 2023 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

Bartlett & Co held 300 shares of Phinia Inc worth $9K as of Q4 2023.
Bartlett & Co bought 260 Phinia Inc shares in Q4 2023, an estimated $6.97K.
Phinia Inc made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1021 holding.
Bartlett & Co first reported a position in Phinia Inc in Q3 2023 and has held it in 2 quarters since.
311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.