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James Investment Research’s Park-Ohio Holdings PKOH Stock Holding History

James Investment Research’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,660
Closed -$440K – 831
2017
Q3 		$440K Sell
9,660
-28,970
-75% -$1.16M 0.01% 494
2017
Q2 		$1.47M Sell
38,630
-23,390
-38% -$877K 0.05% 278
2017
Q1 		$2.23M Buy
+62,020
New +$2.56M 0.06% 200
2014
Q3 		– Sell
-30,875
Closed -$1.79M – 534
2014
Q2 		$1.79M Hold
30,875
– – 0.06% 181
2014
Q1 		$1.73M Sell
30,875
-6,060
-16% -$309K 0.06% 195
2013
Q4 		$1.94M Buy
36,935
+7,840
+27% +$332K 0.06% 193
2013
Q3 		$1.12M Buy
29,095
+2,410
+9% +$85.2K 0.04% 213
2013
Q2 		$880K Buy
+26,685
New +$958K 0.04% 213

Other funds holding PKOH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

James Investment Research's PKOH Position: Q4 2017 in Review

James Investment Research sold out of Park-Ohio Holdings (PKOH) in Q4 2017, closing a stake of 9,660 shares — an estimated $440K sold.

James Investment Research first reported a position in PKOH in Q2 2013 and held it in 8 quarters. The position peaked at $2.23M in Q1 2017. 106 funds tracked by Wall St. Rank hold PKOH as of Q4 2017.

  • James Investment Research reported no remaining Park-Ohio Holdings position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 9,660 Park-Ohio Holdings shares in Q4 2017, an estimated $440K.
  • James Investment Research first reported a position in Park-Ohio Holdings in Q2 2013 and held it in 8 quarters.
  • James Investment Research's Park-Ohio Holdings position peaked at $2.23M in Q1 2017.
  • 106 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.