Loomis, Sayles & Company
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Loomis, Sayles & Company’s Phinia Inc PHIN Stock Holding History

Loomis, Sayles & Company’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
-319
Closed -$10K – 903
2023
Q4 		$10K Buy
+319
New +$8.55K ﹤0.01% 787

Other funds holding PHIN

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Vanguard Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $853M AUM 18.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
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

Loomis, Sayles & Company's PHIN Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 319 shares — an estimated $10K sold.

Loomis, Sayles & Company first reported a position in PHIN in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 319 Phinia Inc shares in Q1 2024, an estimated $10K.
  • Loomis, Sayles & Company first reported a position in Phinia Inc in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's Phinia Inc position peaked at $10K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.