Berman Capital Advisors’s Philips PHG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$24K	Sell	657 -22	-3%	-$836	﹤0.01%	924
2021 Q2	$27K	Buy	679 +13	+2%	+$601	﹤0.01%	796
2021 Q1	$30K	Buy	666 +43	+7%	+$1.95K	0.01%	659
2020 Q4	$27K	Sell	623 -31	-5%	-$1.28K	0.01%	590
2020 Q3	$24K	Buy	654 +9	+1%	+$361	0.01%	533
2020 Q2	$24K	Sell	645 -28	-4%	-$974	0.01%	494
2020 Q1	$21K	Buy	673 +119	+21%	+$4.21K	0.01%	482
2019 Q4	$21K	Buy	554 +2	+0.4%	+$72	0.01%	526
2019 Q3	$20K	Hold	552	–	–	0.01%	510
2019 Q2	$19K	Buy	552 +359	+186%	+$11.5K	0.01%	527
2019 Q1	$6K	Sell	193 -66	-25%	-$1.97K	﹤0.01%	825
2018 Q4	$6K	Buy	+259	New	+$7.65K	﹤0.01%	639

Other funds holding PHG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FMI

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Berman Capital Advisors's PHG Position: Q3 2021 in Review

Berman Capital Advisors reduced its Philips (PHG) stake by 3.2% in Q3 2021, selling an estimated $836 and leaving 657 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Berman Capital Advisors first reported a position in PHG in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q1 2021. 364 funds tracked by Wall St. Rank hold PHG as of Q3 2021.

Berman Capital Advisors held 657 shares of Philips worth $24K as of Q3 2021.
Berman Capital Advisors sold 22 Philips shares in Q3 2021, an estimated $836.
Philips made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #924 holding.
Berman Capital Advisors first reported a position in Philips in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Philips position peaked at $30K in Q1 2021.
364 funds tracked by Wall St. Rank held Philips as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.