EVR Research’s Phinia Inc PHIN Stock Holding History

EVR Research’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	-207,846	Closed	-$6.3M	–	37
2023 Q4	$6.3M	Sell	207,846 -52,154	-20%	-$1.4M	1.41%	23
2023 Q3	$6.97M	Buy	+260,000	New	+$7.2M	1.84%	19

Other funds holding PHIN

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EVR Research's PHIN Position: Q1 2024 in Review

EVR Research sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 207,846 shares — an estimated $6.3M sold.

EVR Research first reported a position in PHIN in Q3 2023 and held it in 2 quarters. The position peaked at $6.97M in Q3 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

EVR Research reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
EVR Research sold 207,846 Phinia Inc shares in Q1 2024, an estimated $6.3M.
EVR Research first reported a position in Phinia Inc in Q3 2023 and held it in 2 quarters.
EVR Research's Phinia Inc position peaked at $6.97M in Q3 2023.
346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on EVR Research's 13F filing for Q1 2024, filed 15 May 2024.