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Ritholtz Wealth Management’s Park-Ohio Holdings PKOH Stock Holding History

Ritholtz Wealth Management’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,917
Closed -$211K – 857
2024
Q1 		$211K Sell
7,917
-521
-6% -$13.2K 0.01% 734
2023
Q4 		$227K Buy
+8,438
New +$199K 0.01% 669

Other funds holding PKOH

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Ritholtz Wealth Management's PKOH Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Park-Ohio Holdings (PKOH) in Q2 2024, closing a stake of 7,917 shares — an estimated $211K sold.

Ritholtz Wealth Management first reported a position in PKOH in Q4 2023 and held it in 2 quarters. The position peaked at $227K in Q4 2023. 91 funds tracked by Wall St. Rank hold PKOH as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining Park-Ohio Holdings position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,917 Park-Ohio Holdings shares in Q2 2024, an estimated $211K.
  • Ritholtz Wealth Management first reported a position in Park-Ohio Holdings in Q4 2023 and held it in 2 quarters.
  • Ritholtz Wealth Management's Park-Ohio Holdings position peaked at $227K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.