WG
PHX

Winton Group’s PHX Minerals PHX Stock Holding History

Winton Group’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15,229
Closed -$57K – 1449
2021
Q2 		$57K Sell
15,229
-2,374
-13% -$7.21K ﹤0.01% 1399
2021
Q1 		$51K Buy
17,603
+785
+5% +$2.4K ﹤0.01% 1351
2020
Q4 		$39K Sell
16,818
-21,070
-56% -$38.2K ﹤0.01% 1294
2020
Q3 		$54K Buy
37,888
+3,276
+9% +$7.02K ﹤0.01% 1441
2020
Q2 		$93K Sell
34,612
-2,015
-6% -$7.53K ﹤0.01% 1406
2020
Q1 		$135K Buy
36,627
+18,570
+103% +$124K ﹤0.01% 1297
2019
Q4 		$202K Buy
18,057
+3,646
+25% +$47.9K ﹤0.01% 1441
2019
Q3 		$201K Buy
+14,411
New +$176K ﹤0.01% 1392

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winton Group's PHX Position: Q3 2021 in Review

Winton Group sold out of PHX Minerals (PHX) in Q3 2021, closing a stake of 15,229 shares — an estimated $57K sold.

Winton Group first reported a position in PHX in Q3 2019 and held it in 8 quarters. The position peaked at $202K in Q4 2019. 44 funds tracked by Wall St. Rank hold PHX as of Q3 2021.

  • Winton Group reported no remaining PHX Minerals position as of Q3 2021 after selling out during the quarter.
  • Winton Group sold 15,229 PHX Minerals shares in Q3 2021, an estimated $57K.
  • Winton Group first reported a position in PHX Minerals in Q3 2019 and held it in 8 quarters.
  • Winton Group's PHX Minerals position peaked at $202K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.