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Koss-Olinger Consulting’s SIFCO Industries SIF Stock Holding History

Koss-Olinger Consulting’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-39,343
Closed -$121K – 266
2022
Q3 		$121K Buy
39,343
+13,674
+53% +$44.8K 0.02% 218
2022
Q2 		$80K Buy
25,669
+9,336
+57% +$37.3K 0.01% 181
2022
Q1 		$81K Buy
+16,333
New +$103K 0.01% 201

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koss-Olinger Consulting's SIF Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of SIFCO Industries (SIF) in Q4 2022, closing a stake of 39,343 shares — an estimated $121K sold.

Koss-Olinger Consulting first reported a position in SIF in Q1 2022 and held it in 3 quarters. The position peaked at $121K in Q3 2022. 19 funds tracked by Wall St. Rank hold SIF as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining SIFCO Industries position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 39,343 SIFCO Industries shares in Q4 2022, an estimated $121K.
  • Koss-Olinger Consulting first reported a position in SIFCO Industries in Q1 2022 and held it in 3 quarters.
  • Koss-Olinger Consulting's SIFCO Industries position peaked at $121K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held SIFCO Industries as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.