Trust Company of Vermont’s Phinia Inc PHIN Stock Holding History

Trust Company of Vermont’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
2023 Q4	–	Sell	-196	Closed	-$5.25K	–	875
2023 Q3	$5.25K	Buy	+196	New	+$5.43K	﹤0.01%	707

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

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

Trust Company of Vermont's PHIN Position: Q4 2023 in Review

Trust Company of Vermont sold out of Phinia Inc (PHIN) in Q4 2023, closing a stake of 196 shares — an estimated $5.25K sold.

Trust Company of Vermont first reported a position in PHIN in Q3 2023 and held it in 1 quarter. The position peaked at $5.25K in Q3 2023. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

Trust Company of Vermont reported no remaining Phinia Inc position as of Q4 2023 after selling out during the quarter.
Trust Company of Vermont sold 196 Phinia Inc shares in Q4 2023, an estimated $5.25K.
Trust Company of Vermont first reported a position in Phinia Inc in Q3 2023 and held it in 1 quarter.
Trust Company of Vermont's Phinia Inc position peaked at $5.25K in Q3 2023.
311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.