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Sierra Summit Advisors’s Park-Ohio Holdings PKOH Stock Holding History

Sierra Summit Advisors’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
-20,382
Closed -$544K – 155
2024
Q1 		$544K Buy
+20,382
New +$517K 0.15% 93

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

Sierra Summit Advisors's PKOH Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Park-Ohio Holdings (PKOH) in Q2 2024, closing a stake of 20,382 shares — an estimated $544K sold.

Sierra Summit Advisors first reported a position in PKOH in Q1 2024 and held it in 1 quarter. The position peaked at $544K in Q1 2024. 91 funds tracked by Wall St. Rank hold PKOH as of Q2 2024.

  • Sierra Summit Advisors reported no remaining Park-Ohio Holdings position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 20,382 Park-Ohio Holdings shares in Q2 2024, an estimated $544K.
  • Sierra Summit Advisors first reported a position in Park-Ohio Holdings in Q1 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Park-Ohio Holdings position peaked at $544K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.