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Phase 2 Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Phase 2 Partners’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.44M Buy
+102,586
New +$6.4M 4.83% 7
2022
Q1 		– Sell
-121,270
Closed -$5.72M – 24
2021
Q4 		$5.72M Buy
+121,270
New +$5.26M 3.54% 15

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Phase 2 Partners's DFIN Position: Q4 2024 in Review

Phase 2 Partners opened a new position in Donnelley Financial Solutions (DFIN) in Q4 2024: 102,586 shares worth $6.44M. The stake represents 4.83% of the portfolio and ranks #7 among its holdings. This is a return to the name: Phase 2 Partners previously reported a position in DFIN as recently as Q4 2021.

Phase 2 Partners first reported a position in DFIN in Q4 2021 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

  • Phase 2 Partners held 102,586 shares of Donnelley Financial Solutions worth $6.44M as of Q4 2024.
  • Donnelley Financial Solutions was a new Phase 2 Partners position in Q4 2024.
  • Donnelley Financial Solutions made up 4.83% of Phase 2 Partners's portfolio in Q4 2024, its #7 holding.
  • Phase 2 Partners first reported a position in Donnelley Financial Solutions in Q4 2021 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.