Vault-13

PHOENIX COS INC NEW QUIBS 2032 PNX 7.45 01.15.32

PREFERRED STOCKS · PUBLIC · CUSIP 71902E208

2 institutional holders -1 vs Q3 2022
262,832262.8k shares reported held*
$4.6mreported value*
0 new 0 added 1 reduced 1 sold out net sold ≈ $1.6m (-91.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $17.35.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 22Q3 22Q4 22
Numbers
QuarterHolders
Q3 20223
Q4 20222

Biggest buyers

None

Biggest sellers

F/m Investments LLC Sold out -87,481-87.5k
GRACE & WHITE INC /NY Reduced -4,468-4.5k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRACE & WHITE INC /NY 0.90% of their portfolio NY, NY 262,432262.4k $4.6m $4.6m 0.90% Reduced -4.5k -4,468
2 Accel Wealth Management 0.00% of their portfolio WAVERLY, IA 400400 $6.9k $6.9k 0.00% Unchanged