CPA
PKOH icon

Capital Performance Advisors’s Park-Ohio Holdings PKOH Stock Holding History

Capital Performance Advisors’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed -$61 – 1986
2024
Q3 		$61 Buy
+2
New +$57 ﹤0.01% 2774

Other funds holding PKOH

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Performance Advisors's PKOH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Park-Ohio Holdings (PKOH) in Q4 2024, closing a stake of 2 shares — an estimated $61 sold.

Capital Performance Advisors first reported a position in PKOH in Q3 2024 and held it in 1 quarter. The position peaked at $61 in Q3 2024. 101 funds tracked by Wall St. Rank hold PKOH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Park-Ohio Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2 Park-Ohio Holdings shares in Q4 2024, an estimated $61.
  • Capital Performance Advisors first reported a position in Park-Ohio Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Park-Ohio Holdings position peaked at $61 in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.