Jade Capital Advisors’s Phinia Inc PHIN Stock Holding History

Jade 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
2024 Q2	–	Sell	-25,000	Closed	-$961K	–	103
2024 Q1	$961K	Buy	+25,000	New	+$814K	0.7%	52

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Jade Capital Advisors's PHIN Position: Q2 2024 in Review

Jade Capital Advisors sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 25,000 shares — an estimated $961K sold.

Jade Capital Advisors first reported a position in PHIN in Q1 2024 and held it in 1 quarter. The position peaked at $961K in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

Jade Capital Advisors reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
Jade Capital Advisors sold 25,000 Phinia Inc shares in Q2 2024, an estimated $961K.
Jade Capital Advisors first reported a position in Phinia Inc in Q1 2024 and held it in 1 quarter.
Jade Capital Advisors's Phinia Inc position peaked at $961K in Q1 2024.
342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Jade Capital Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.