Ariel Focus Fund PHIN Holdings History

Number of Shares
64,415.00
Current Holdings Value*
$2.73 Mil
% of Portfolio
4.45%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
78.53%

Ariel Focus Fund's Phinia Inc Holding Summary

As of 2025-03-31, ARIEL INVESTMENT TRUST held 64,415.00 shares of Phinia Inc(PHIN), totaling $2.73 Mil. This investment constitutes 4.45% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0.16% of the outstanding Phinia Inc(PHIN) stock.

The initial trade took place in 2023Q4. And since then Ariel Focus Fund has made 1 purchases of PHIN, at an average price of $26.82, for a total of 75,231.00 shares. In addition, there have been 3 sales at an average price of $44.68 for 10,816.00 shares. Based on historical transaction data and PHIN's current price of $48.42, Ariel Focus Fund's estimated gain on his PHIN holdings is $1.58 Mil, reflecting a 78.53% gain to date.

Ariel Focus Fund PHIN ($48.42) Holding Chart

Ariel Focus Fund PHIN ($48.42) 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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