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GYL Financial Synergies’s Phinia Inc PHIN Stock Holding History

GYL Financial Synergies’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
Q3 		$360K Sell
7,816
-890
-10% -$40K 0.03% 272
2024
Q2 		$343K Buy
8,706
+2,185
+34% +$89.9K 0.03% 278
2024
Q1 		$251K Buy
+6,521
New +$212K 0.02% 323

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GYL Financial Synergies's PHIN Position: Q3 2024 in Review

GYL Financial Synergies reduced its Phinia Inc (PHIN) stake by 10% in Q3 2024, selling an estimated $40K and leaving 7,816 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #272.

GYL Financial Synergies first reported a position in PHIN in Q1 2024 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold PHIN as of Q3 2024.

  • GYL Financial Synergies held 7,816 shares of Phinia Inc worth $360K as of Q3 2024.
  • GYL Financial Synergies sold 890 Phinia Inc shares in Q3 2024, an estimated $40K.
  • Phinia Inc made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #272 holding.
  • GYL Financial Synergies first reported a position in Phinia Inc in Q1 2024 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.