Lee Financial’s Phinia Inc PHIN Stock Holding History

Lee Financial’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 Q1	–	Sell	-30	Closed	-$909	–	633
2023 Q4	$909	Sell	30 -7	-19%	-$188	﹤0.01%	801
2023 Q3	$992	Buy	+37	New	+$1.02K	﹤0.01%	770

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $853M AUM 18.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Lee Financial's PHIN Position: Q1 2024 in Review

Lee Financial sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 30 shares — an estimated $909 sold.

Lee Financial first reported a position in PHIN in Q3 2023 and held it in 2 quarters. The position peaked at $992 in Q3 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

Lee Financial reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 30 Phinia Inc shares in Q1 2024, an estimated $909.
Lee Financial first reported a position in Phinia Inc in Q3 2023 and held it in 2 quarters.
Lee Financial's Phinia Inc position peaked at $992 in Q3 2023.
346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.