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Clifford Capital Partners’s Philips PHG Stock Holding History

Clifford Capital Partners’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
2024
Q4 		– Sell
-8,619
Closed -$261K – 54
2024
Q3 		$261K Sell
8,619
-12
-0.1% -$319 0.05% 49
2024
Q2 		$201K Buy
+8,631
New +$194K 0.04% 54
2024
Q1 		– Sell
-10,178
Closed -$212K – 53
2023
Q4 		$212K Sell
10,178
-1,255
-11% -$22.8K 0.05% 50
2023
Q3 		$204K Sell
11,433
-42,176
-79% -$809K 0.06% 49
2023
Q2 		$1.04M Buy
+53,609
New +$938K 0.3% 35

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clifford Capital Partners's PHG Position: Q4 2024 in Review

Clifford Capital Partners sold out of Philips (PHG) in Q4 2024, closing a stake of 8,619 shares — an estimated $261K sold.

Clifford Capital Partners first reported a position in PHG in Q2 2023 and held it in 5 quarters. The position peaked at $1.04M in Q2 2023. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • Clifford Capital Partners reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • Clifford Capital Partners sold 8,619 Philips shares in Q4 2024, an estimated $261K.
  • Clifford Capital Partners first reported a position in Philips in Q2 2023 and held it in 5 quarters.
  • Clifford Capital Partners's Philips position peaked at $1.04M in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on Clifford Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.