ADVISORY RESEARCH INC PHIN Holdings History
Number of Shares
444,290.00
Current Holdings Value*
$18.85 Mil
% of Portfolio
3.32%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
21.20%
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 $48.52, ADVISORY RESEARCH INC's estimated gain on his PHIN holdings is $3.77 Mil, reflecting a 21.20% gain to date.
ADVISORY RESEARCH INC PHIN ($48.52) Holding Chart
ADVISORY RESEARCH INC PHIN ($48.52) 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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