Cutler Group’s Philips PHG Stock Holding History

Cutler Group’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 Q2	–	Sell	-1,626	Closed	-$25K	–	4244
2023 Q1	$25K	Buy	1,626 +53	+3%	+$762	﹤0.01%	1795
2022 Q4	$20K	Buy	+1,573	New	+$19K	﹤0.01%	2226
2022 Q3	–	Hold	0	–	–	–	5539
2022 Q2	–	Hold	0	–	–	–	5692
2021 Q4	–	Hold	0	–	–	–	6102
2021 Q3	–	Sell	-30	Closed	-$1.14K	–	6434
2021 Q2	$1K	Buy	+30	New	+$1.39K	﹤0.01%	5383
2021 Q1	–	Hold	0	–	–	–	6383
2020 Q4	–	Hold	0	–	–	–	5589
2020 Q3	–	Hold	0	–	–	–	5364
2018 Q2	–	Sell	-1,412	Closed	-$41K	–	4936
2018 Q1	$41K	Hold	1,412	–	–	﹤0.01%	1806
2017 Q4	$40K	Buy	+1,412	New	+$42.6K	﹤0.01%	2040
2017 Q3	–	Hold	0	–	–	–	6690
2017 Q2	–	Sell	-5,078	Closed	-$133K	–	7074
2017 Q1	$120K	Sell	5,078 -2,711	-35%	-$60.8K	0.01%	1571
2016 Q4	$176K	Buy	7,789 +7,551	+3,173%	+$165K	0.01%	1397
2016 Q3	$5K	Sell	238 -2,393	-91%	-$49K	﹤0.01%	4972
2016 Q2	$48K	Buy	2,631 +1,633	+164%	+$31.6K	﹤0.01%	2395
2016 Q1	$20K	Sell	998 -5,106	-84%	-$94.3K	﹤0.01%	3300
2015 Q4	$111K	Buy	+6,104	New	+$114K	0.01%	1663

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

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

Bank of America

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

Dimensional Fund Advisors

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

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