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Yorktown Management & Research Company’s Phinia Inc PHIN Stock Holding History

Yorktown Management & Research Company’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
2024
Q4 		– Sell
-10,470
Closed -$482K – 215
2024
Q3 		$482K Hold
10,470
– – 0.49% 79
2024
Q2 		$412K Hold
10,470
– – 0.44% 91
2024
Q1 		$402K Hold
10,470
– – 0.38% 104
2023
Q4 		$317K Hold
10,470
– – 0.33% 158
2023
Q3 		$280K Buy
+10,470
New +$290K 0.32% 165

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's PHIN Position: Q4 2024 in Review

Yorktown Management & Research Company sold out of Phinia Inc (PHIN) in Q4 2024, closing a stake of 10,470 shares — an estimated $482K sold.

Yorktown Management & Research Company first reported a position in PHIN in Q3 2023 and held it in 5 quarters. The position peaked at $482K in Q3 2024. 333 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • Yorktown Management & Research Company reported no remaining Phinia Inc position as of Q4 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 10,470 Phinia Inc shares in Q4 2024, an estimated $482K.
  • Yorktown Management & Research Company first reported a position in Phinia Inc in Q3 2023 and held it in 5 quarters.
  • Yorktown Management & Research Company's Phinia Inc position peaked at $482K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on Yorktown Management & Research Company's 13F filing for Q4 2024, filed 27 Jan 2025.