Osaic Holdings
PFIN

Osaic Holdings’s P&F Industries PFIN Stock Holding History

Osaic Holdings’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-400
Closed -$2.5K – 7712
2023
Q2 		$2.5K Hold
400
– – ﹤0.01% 6582
2023
Q1 		$2.16K Buy
+400
New +$2.12K ﹤0.01% 6682

Other funds holding PFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's PFIN Position: Q3 2023 in Review

Osaic Holdings sold out of P&F Industries (PFIN) in Q3 2023, closing a stake of 400 shares — an estimated $2.5K sold.

Osaic Holdings first reported a position in PFIN in Q1 2023 and held it in 2 quarters. The position peaked at $2.5K in Q2 2023. 11 funds tracked by Wall St. Rank hold PFIN as of Q3 2023.

  • Osaic Holdings reported no remaining P&F Industries position as of Q3 2023 after selling out during the quarter.
  • Osaic Holdings sold 400 P&F Industries shares in Q3 2023, an estimated $2.5K.
  • Osaic Holdings first reported a position in P&F Industries in Q1 2023 and held it in 2 quarters.
  • Osaic Holdings's P&F Industries position peaked at $2.5K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held P&F Industries as of Q3 2023.

Based on Osaic Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.