Number of Shares
444,290.00
Current Holdings Value*
$18.85 Mil
% of Portfolio
3.32%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
18.28%

ADVISORY RESEARCH INC's Phinia Inc Holding Summary

As of 2025-03-31, ADVISORY RESEARCH INC held 444,290.00 shares of Phinia Inc(PHIN), totaling $18.85 Mil. This investment constitutes 3.32% of their stock portfolio, and ADVISORY RESEARCH INC now holds 1.12% of the outstanding Phinia Inc(PHIN) stock.

The initial trade took place in 2024Q1. And since then ADVISORY RESEARCH INC has made 5 purchases of PHIN, at an average price of $40.03, for a total of 444,290.00 shares. Based on historical transaction data and PHIN's current price of $47.35, ADVISORY RESEARCH INC's estimated gain on his PHIN holdings is $3.25 Mil, reflecting a 18.28% gain to date.

ADVISORY RESEARCH INC PHIN ($47.35) Holding Chart

ADVISORY RESEARCH INC PHIN ($47.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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