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HM Payson & Co’s Phinia Inc PHIN Stock Holding History

HM Payson & Co’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
2025
Q1 		– Sell
-80
Closed -$3.85K – 1068
2024
Q4 		$3.85K Sell
80
-3
-4% -$148 ﹤0.01% 918
2024
Q3 		$3.82K Buy
83
+3
+4% +$135 ﹤0.01% 916
2024
Q2 		$3.15K Hold
80
– – ﹤0.01% 913
2024
Q1 		$3.08K Sell
80
-302
-79% -$9.83K ﹤0.01% 891
2023
Q4 		$11.6K Hold
382
– – ﹤0.01% 801
2023
Q3 		$10.2K Buy
+382
New +$10.6K ﹤0.01% 816

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HM Payson & Co's PHIN Position: Q1 2025 in Review

HM Payson & Co sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 80 shares — an estimated $3.85K sold.

HM Payson & Co first reported a position in PHIN in Q3 2023 and held it in 6 quarters. The position peaked at $11.6K in Q4 2023. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • HM Payson & Co reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 80 Phinia Inc shares in Q1 2025, an estimated $3.85K.
  • HM Payson & Co first reported a position in Phinia Inc in Q3 2023 and held it in 6 quarters.
  • HM Payson & Co's Phinia Inc position peaked at $11.6K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.