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Harbor Investment Advisory’s Phinia Inc PHIN Stock Holding History

Harbor Investment Advisory’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
Q4 		– Sell
-60
Closed -$2.76K – 1173
2024
Q3 		$2.76K Hold
60
– – ﹤0.01% 1039
2024
Q2 		$2.36K Hold
60
– – ﹤0.01% 1057
2024
Q1 		$2.31K Hold
60
– – ﹤0.01% 1077
2023
Q4 		$1.82K Buy
+60
New +$1.61K ﹤0.01% 1060

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Investment Advisory's PHIN Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Phinia Inc (PHIN) in Q4 2024, closing a stake of 60 shares — an estimated $2.76K sold.

Harbor Investment Advisory first reported a position in PHIN in Q4 2023 and held it in 4 quarters. The position peaked at $2.76K in Q3 2024. 333 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Phinia Inc position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 60 Phinia Inc shares in Q4 2024, an estimated $2.76K.
  • Harbor Investment Advisory first reported a position in Phinia Inc in Q4 2023 and held it in 4 quarters.
  • Harbor Investment Advisory's Phinia Inc position peaked at $2.76K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.