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DAGCO Inc’s Phinia Inc PHIN Stock Holding History

DAGCO Inc’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
2024
Q1 		– Sell
-329
Closed -$9.96K – 343
2023
Q4 		$9.96K Buy
+329
New +$8.82K 0.01% 201

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

DAGCO Inc's PHIN Position: Q1 2024 in Review

DAGCO Inc sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 329 shares — an estimated $9.96K sold.

DAGCO Inc first reported a position in PHIN in Q4 2023 and held it in 1 quarter. The position peaked at $9.96K in Q4 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

  • DAGCO Inc reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
  • DAGCO Inc sold 329 Phinia Inc shares in Q1 2024, an estimated $9.96K.
  • DAGCO Inc first reported a position in Phinia Inc in Q4 2023 and held it in 1 quarter.
  • DAGCO Inc's Phinia Inc position peaked at $9.96K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on DAGCO Inc's 13F filing for Q1 2024, filed 15 May 2024.