Sierra Ocean’s Phinia Inc PHIN Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-54	Closed	-$2.43K	–	708
2025 Q2	$2.43K	Hold	54	–	–	﹤0.01%	721
2025 Q1	$2.32K	Hold	54	–	–	﹤0.01%	752
2024 Q4	$2.63K	Buy	+54	New	+$2.67K	﹤0.01%	719

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Ocean's PHIN Position: Q3 2025 in Review

Sierra Ocean sold out of Phinia Inc (PHIN) in Q3 2025, closing a stake of 54 shares — an estimated $2.43K sold.

Sierra Ocean first reported a position in PHIN in Q4 2024 and held it in 3 quarters. The position peaked at $2.63K in Q4 2024. 355 funds tracked by Wall St. Rank hold PHIN as of Q3 2025.

Sierra Ocean reported no remaining Phinia Inc position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 54 Phinia Inc shares in Q3 2025, an estimated $2.43K.
Sierra Ocean first reported a position in Phinia Inc in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Phinia Inc position peaked at $2.63K in Q4 2024.
355 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.