Atticus Wealth Management’s Philips PHG Stock Holding History

Atticus Wealth Management’s Portfolio PHG Stock Details PHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-41	Closed	-$803	–	601
2023 Q2	$803	Buy	+41	New	+$717	﹤0.01%	542
2022 Q4	–	Sell	-32	Closed	-$1K	–	610
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	549
2022 Q2	$1K	Sell	32 -1	-3%	-$22	﹤0.01%	583
2022 Q1	$1K	Buy	+33	New	+$901	﹤0.01%	571
2021 Q3	–	Sell	-44	Closed	-$2K	–	440
2021 Q2	$2K	Buy	+44	New	+$2.03K	﹤0.01%	351

Other funds holding PHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Atticus Wealth Management's PHG Position: Q3 2023 in Review

Atticus Wealth Management sold out of Philips (PHG) in Q3 2023, closing a stake of 41 shares — an estimated $803 sold.

Atticus Wealth Management first reported a position in PHG in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 267 funds tracked by Wall St. Rank hold PHG as of Q3 2023.

Atticus Wealth Management reported no remaining Philips position as of Q3 2023 after selling out during the quarter.
Atticus Wealth Management sold 41 Philips shares in Q3 2023, an estimated $803.
Atticus Wealth Management first reported a position in Philips in Q2 2021 and held it in 5 quarters.
Atticus Wealth Management's Philips position peaked at $2K in Q2 2021.
267 funds tracked by Wall St. Rank held Philips as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.