Global Retirement Partners’s Park-Ohio Holdings PKOH Stock Holding History

Global Retirement Partners’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
2022 Q3	–	Sell	-125	Closed	-$2K	–	2909
2022 Q2	$2K	Hold	125	–	–	﹤0.01%	2244
2022 Q1	$2K	Buy	+125	New	+$2.26K	﹤0.01%	2230
2021 Q4	–	Sell	-125	Closed	-$3K	–	1361
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	1768
2021 Q2	$4K	Hold	125	–	–	﹤0.01%	1635
2021 Q1	$4K	Hold	125	–	–	﹤0.01%	1541
2020 Q4	$4K	Hold	125	–	–	﹤0.01%	1503
2020 Q3	$2K	Hold	125	–	–	﹤0.01%	1499
2020 Q2	$2K	Hold	125	–	–	﹤0.01%	1480
2020 Q1	$2K	Hold	125	–	–	﹤0.01%	1430
2019 Q4	$4K	Hold	125	–	–	﹤0.01%	1386
2019 Q3	$4K	Hold	125	–	–	﹤0.01%	1353
2019 Q2	$4K	Hold	125	–	–	﹤0.01%	1340
2019 Q1	$4K	Hold	125	–	–	﹤0.01%	1303
2018 Q4	$4K	Hold	125	–	–	﹤0.01%	1223
2018 Q3	$5K	Hold	125	–	–	﹤0.01%	1231
2018 Q2	$5K	Hold	125	–	–	﹤0.01%	1207
2018 Q1	$5K	Hold	125	–	–	﹤0.01%	1158
2017 Q4	$6K	Hold	125	–	–	﹤0.01%	1076
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	1050
2017 Q2	$4K	Buy	+125	New	+$4.68K	﹤0.01%	987

Other funds holding PKOH

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

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

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Global Retirement Partners's PKOH Position: Q3 2022 in Review

Global Retirement Partners sold out of Park-Ohio Holdings (PKOH) in Q3 2022, closing a stake of 125 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in PKOH in Q2 2017 and held it in 20 quarters. The position peaked at $6K in Q4 2017. 53 funds tracked by Wall St. Rank hold PKOH as of Q3 2022.

Global Retirement Partners reported no remaining Park-Ohio Holdings position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 125 Park-Ohio Holdings shares in Q3 2022, an estimated $2K.
Global Retirement Partners first reported a position in Park-Ohio Holdings in Q2 2017 and held it in 20 quarters.
Global Retirement Partners's Park-Ohio Holdings position peaked at $6K in Q4 2017.
53 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.