JIR
PFIN

James Investment Research’s P&F Industries PFIN Stock Holding History

James Investment Research’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,008
Closed -$43K – 572
2023
Q1 		$43K Hold
8,008
– – 0.01% 377
2022
Q4 		$40K Hold
8,008
– – 0.01% 375
2022
Q3 		$43K Hold
8,008
– – 0.01% 381
2022
Q2 		$47K Hold
8,008
– – 0.01% 353
2022
Q1 		$48K Hold
8,008
– – 0.01% 354
2021
Q4 		$49K Sell
8,008
-504
-6% -$3.23K ﹤0.01% 382
2021
Q3 		$56K Hold
8,512
– – 0.01% 365
2021
Q2 		$56K Sell
8,512
-638
-7% -$4.11K ﹤0.01% 370
2021
Q1 		$60K Buy
9,150
+3,000
+49% +$19K 0.01% 367
2020
Q4 		$37K Hold
6,150
– – ﹤0.01% 406
2020
Q3 		$27K Hold
6,150
– – ﹤0.01% 387
2020
Q2 		$31K Hold
6,150
– – ﹤0.01% 367
2020
Q1 		$28K Hold
6,150
– – ﹤0.01% 350
2019
Q4 		$44K Sell
6,150
-150
-2% -$1K ﹤0.01% 397
2019
Q3 		$42K Hold
6,300
– – ﹤0.01% 443
2019
Q2 		$52K Buy
6,300
+1,500
+31% +$12.4K ﹤0.01% 499
2019
Q1 		$39K Hold
4,800
– – ﹤0.01% 667
2018
Q4 		$37K Hold
4,800
– – ﹤0.01% 663
2018
Q3 		$39K Hold
4,800
– – ﹤0.01% 702
2018
Q2 		$42K Hold
4,800
– – ﹤0.01% 696
2018
Q1 		$37K Hold
4,800
– – ﹤0.01% 697
2017
Q4 		$40K Sell
4,800
-1,150
-19% -$8.64K ﹤0.01% 677
2017
Q3 		$43K Sell
5,950
-200
-3% -$1.29K ﹤0.01% 640
2017
Q2 		$37K Hold
6,150
– – ﹤0.01% 630
2017
Q1 		$42K Hold
6,150
– – ﹤0.01% 551
2016
Q4 		$51K Hold
6,150
– – ﹤0.01% 413
2016
Q3 		$51K Buy
6,150
+250
+4% +$2.19K ﹤0.01% 410
2016
Q2 		$55K Buy
5,900
+250
+4% +$2.3K ﹤0.01% 358
2016
Q1 		$54K Buy
5,650
+1,300
+30% +$12.1K ﹤0.01% 336
2015
Q4 		$38K Buy
4,350
+2,800
+181% +$26.2K ﹤0.01% 368
2015
Q3 		$15K Buy
+1,550
New +$14.5K ﹤0.01% 432

Other funds holding PFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

James Investment Research's PFIN Position: Q2 2023 in Review

James Investment Research sold out of P&F Industries (PFIN) in Q2 2023, closing a stake of 8,008 shares — an estimated $43K sold.

James Investment Research first reported a position in PFIN in Q3 2015 and held it in 31 quarters. The position peaked at $60K in Q1 2021. 11 funds tracked by Wall St. Rank hold PFIN as of Q2 2023.

  • James Investment Research reported no remaining P&F Industries position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 8,008 P&F Industries shares in Q2 2023, an estimated $43K.
  • James Investment Research first reported a position in P&F Industries in Q3 2015 and held it in 31 quarters.
  • James Investment Research's P&F Industries position peaked at $60K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held P&F Industries as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.