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Hanson & Doremus Investment Management’s Phinia Inc PHIN Stock Holding History

Hanson & Doremus Investment Management’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
2023
Q4 		– Sell
-267
Closed -$7K – 475
2023
Q3 		$7K Buy
+267
New +$7.39K ﹤0.01% 398

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.92B AUM 30.49% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hanson & Doremus Investment Management's PHIN Position: Q4 2023 in Review

Hanson & Doremus Investment Management sold out of Phinia Inc (PHIN) in Q4 2023, closing a stake of 267 shares — an estimated $7K sold.

Hanson & Doremus Investment Management first reported a position in PHIN in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

  • Hanson & Doremus Investment Management reported no remaining Phinia Inc position as of Q4 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 267 Phinia Inc shares in Q4 2023, an estimated $7K.
  • Hanson & Doremus Investment Management first reported a position in Phinia Inc in Q3 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Phinia Inc position peaked at $7K in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2023, filed 25 Jan 2024.