SRC
PFIN

Shufro Rose & Co’s P&F Industries PFIN Stock Holding History

Shufro Rose & Co’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
Q2 		– Sell
-16,783
Closed -$90.6K – 335
2023
Q1 		$90.6K Hold
16,783
– – 0.01% 299
2022
Q4 		$84.8K Hold
16,783
– – 0.01% 316
2022
Q3 		$89K Hold
16,783
– – 0.01% 304
2022
Q2 		$98K Hold
16,783
– – 0.01% 294
2022
Q1 		$101K Buy
+16,783
New +$102K 0.01% 311

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shufro Rose & Co's PFIN Position: Q2 2023 in Review

Shufro Rose & Co sold out of P&F Industries (PFIN) in Q2 2023, closing a stake of 16,783 shares — an estimated $90.6K sold.

Shufro Rose & Co first reported a position in PFIN in Q1 2022 and held it in 5 quarters. The position peaked at $101K in Q1 2022. 11 funds tracked by Wall St. Rank hold PFIN as of Q2 2023.

  • Shufro Rose & Co reported no remaining P&F Industries position as of Q2 2023 after selling out during the quarter.
  • Shufro Rose & Co sold 16,783 P&F Industries shares in Q2 2023, an estimated $90.6K.
  • Shufro Rose & Co first reported a position in P&F Industries in Q1 2022 and held it in 5 quarters.
  • Shufro Rose & Co's P&F Industries position peaked at $101K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held P&F Industries as of Q2 2023.

Based on Shufro Rose & Co's 13F filing for Q2 2023, filed 3 Aug 2023.