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Contravisory Investment Management’s Philips PHG Stock Holding History

Contravisory Investment 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
2024
Q1 		– Sell
-9,601
Closed -$200K – 379
2023
Q4 		$200K Buy
+9,601
New +$175K 0.05% 200
2021
Q1 		– Sell
-1,506
Closed -$66K – 285
2020
Q4 		$66K Buy
1,506
+39
+3% +$1.61K 0.02% 198
2020
Q3 		$56K Buy
1,467
+17
+1% +$682 0.02% 195
2020
Q2 		$55K Sell
1,450
-70
-5% -$2.44K 0.02% 196
2020
Q1 		$49K Buy
+1,520
New +$53.8K 0.02% 212
2018
Q1 		– Sell
-1,696
Closed -$49K – 423
2017
Q4 		$49K Buy
1,696
+946
+126% +$28.5K 0.02% 214
2017
Q3 		$23K Buy
+750
New +$21.8K 0.01% 223
2017
Q2 		– Sell
-515
Closed -$12K – 228
2017
Q1 		$12K Hold
515
– – ﹤0.01% 212
2016
Q4 		$12K Hold
515
– – ﹤0.01% 196
2016
Q3 		$11K Buy
515
+38
+8% +$778 ﹤0.01% 197
2016
Q2 		$9K Buy
+477
New +$9.23K ﹤0.01% 128

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 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

Contravisory Investment Management's PHG Position: Q1 2024 in Review

Contravisory Investment Management sold out of Philips (PHG) in Q1 2024, closing a stake of 9,601 shares — an estimated $200K sold.

Contravisory Investment Management first reported a position in PHG in Q2 2016 and held it in 11 quarters. The position peaked at $200K in Q4 2023. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • Contravisory Investment Management reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 9,601 Philips shares in Q1 2024, an estimated $200K.
  • Contravisory Investment Management first reported a position in Philips in Q2 2016 and held it in 11 quarters.
  • Contravisory Investment Management's Philips position peaked at $200K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.