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Johnson Financial Group Inc (Wisconsin)’s Phinia Inc PHIN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-112
Closed -$5.16K – 958
2024
Q3 		$5.16K Hold
112
– – ﹤0.01% 787
2024
Q2 		$4.41K Hold
112
– – ﹤0.01% 623
2024
Q1 		$4.3K Sell
112
-2
-2% -$65 ﹤0.01% 601
2023
Q4 		$3.45K Sell
114
-633
-85% -$17K ﹤0.01% 736
2023
Q3 		$20K Buy
+747
New +$20.7K ﹤0.01% 479

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Jacobs Levy Equity Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PHIN Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Phinia Inc (PHIN) in Q4 2024, closing a stake of 112 shares — an estimated $5.16K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PHIN in Q3 2023 and held it in 5 quarters. The position peaked at $20K in Q3 2023. 334 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Phinia Inc position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 112 Phinia Inc shares in Q4 2024, an estimated $5.16K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Phinia Inc in Q3 2023 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Phinia Inc position peaked at $20K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.