Vault-13

PHOENIX COS INC NEW QUIBS 2032 PNX 7.45 01.15.32

PREFERRED STOCKS · PUBLIC · CUSIP 71902E208

2 institutional holders +0 vs Q4 2022
262,832262.8k shares reported held*
$4.7mreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* 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 ≈ $17.84.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 2Q1 23: 22Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20232

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 22: 0 bought or addedQ4 22: 2 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 0 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202202
Q1 202300

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRACE & WHITE INC /NY 0.90% of their portfolio NY, NY 262,432262.4k $4.7m $4.7m 0.90% Unchanged
2 Accel Wealth Management 0.00% of their portfolio WAVERLY, IA 400400 $7.1k $7.1k 0.00% Unchanged