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	–	605
2023 Q2	$803	Buy	+41	New	+$717	﹤0.01%	542
2022 Q4	–	Sell	-32	Closed	-$1K	–	612
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

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

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