PEVM — PHOENIX MTR INC
PEVM (PHOENIX MTR INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 13 funds have reported positions historically, with the sum of their latest reported stakes valued at $347.19K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 265.07K | $92.30K | 0.00% | Add |
| UBS Group AG history | 264.65K | $92.10K | 0.00% | Add |
| Vanguard Group history | 236.08K | $82.16K | 0.00% | Add |
| Two Sigma Investments history | 76.42K | $26.61K | 0.00% | Add |
| Northern Trust Corp history | 50.95K | $17.74K | 0.00% | Hold |
| Morgan Stanley history | 2.15K | $747 | 0.00% | Add |
| Bank of America Corp history | 208 | $72 | 0.00% | Add |
| JPMorgan Chase & Co history | 4 | $1 | 0.00% | Reduce |
Q4 2024 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 173.58K | $52.07K | 0.00% | Add |
| UBS Group AG history | 170.20K | $51.06K | 0.00% | New |
| Northern Trust Corp history | 50.95K | $15.29K | 0.00% | New |
| Two Sigma Investments history | 16.18K | $4.85K | 0.00% | New |
| Vanguard Group history | 10.02K | $3.01K | 0.00% | Hold |
| Morgan Stanley history | 2.02K | $606 | 0.00% | New |
| Bank of America Corp history | 133 | $40 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 28 | $8 | 0.00% | Add |
Q3 2024 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 136.01K | $51.14K | 0.00% | Add |
| Vanguard Group history | 10.02K | $3.77K | 0.00% | Reduce |
| Bank of America Corp history | 165 | $62 | 0.00% | Add |
| JPMorgan Chase & Co history | 26 | $10 | 0.00% | Add |
Q2 2024 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 118.47K | $39.82K | 0.00% | Reduce |
| Vanguard Group history | 10.11K | $3.40K | 0.00% | New |
| Bank of America Corp history | 125 | $42 | 0.00% | New |
| UBS Group AG history | 120 | $40 | 0.00% | New |
| JPMorgan Chase & Co history | 24 | $8 | 0.00% | Reduce |
Q1 2024 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 124.35K | $99.49K | 0.00% | Add |
| Wells Fargo & Co history | 120 | $96 | 0.00% | Add |
| Renaissance Technologies history | 34.00K | $27 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 30 | $24 | 0.00% | New |
Q4 2023 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 40.37K | $41.98K | 0.00% | Add |
| Citadel Advisors history | 33.98K | $35.34K | 0.00% | New |
| Renaissance Technologies history | 35.84K | $37 | 0.00% | New |
| Wells Fargo & Co history | 26 | $27 | 0.00% | Add |
| Bank of America Corp history | 16 | $17 | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 265.07K | 173.58K | 136.01K | 118.47K | 124.35K | 40.37K | 26.62K | — | — | — | — | — |
| UBS Group AG | 264.65K | 170.20K | — | 120 | — | — | — | — | 2.29K | 4.61K | — | 852 |
| Vanguard Group | 236.08K | 10.02K | 10.02K | 10.11K | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 76.42K | 16.18K | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 50.95K | 50.95K | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 2.15K | 2.02K | — | — | — | — | — | — | — | 1 | 740 | — |
| Bank of America Corp | 208 | 133 | 165 | 125 | — | 16 | — | — | — | — | — | — |
| JPMorgan Chase & Co | 4 | 28 | 26 | 24 | 30 | — | 4 | — | — | — | — | 323 |
| Citadel Advisors | — | — | — | — | — | 33.98K | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | 34.00K | 35.84K | — | — | 11.29K | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | 57 |
| Millennium Management | — | — | — | — | — | — | — | — | 14.57K | — | — | 17.47K |
| Wells Fargo & Co | — | — | — | — | 120 | 26 | 25 | 17 | 16 | 1.01K | 14 | — |