Horan Capital Advisors’s Phinia Inc PHIN Stock Holding History

Horan Capital Advisors’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	-17,562	Closed	-$470K	–	122
2023 Q3	$470K	Buy	+17,562	New	+$486K	0.19%	72

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Horan Capital Advisors's PHIN Position: Q4 2023 in Review

Horan Capital Advisors sold out of Phinia Inc (PHIN) in Q4 2023, closing a stake of 17,562 shares — an estimated $470K sold.

Horan Capital Advisors first reported a position in PHIN in Q3 2023 and held it in 1 quarter. The position peaked at $470K in Q3 2023. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

Horan Capital Advisors reported no remaining Phinia Inc position as of Q4 2023 after selling out during the quarter.
Horan Capital Advisors sold 17,562 Phinia Inc shares in Q4 2023, an estimated $470K.
Horan Capital Advisors first reported a position in Phinia Inc in Q3 2023 and held it in 1 quarter.
Horan Capital Advisors's Phinia Inc position peaked at $470K in Q3 2023.
311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Horan Capital Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.