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EP Wealth Advisors’s Philips PHG Stock Holding History

EP Wealth 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
2024
Q4 		– Sell
-6,778
Closed -$205K – 1302
2024
Q3 		$205K Buy
+6,778
New +$180K ﹤0.01% 1035
2019
Q4 		– Sell
-5,659
Closed -$207K – 433
2019
Q3 		$207K Sell
5,659
-670
-11% -$24.7K 0.01% 340
2019
Q2 		$219K Buy
+6,329
New +$203K 0.01% 284

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 22.96% 1-Year Est. Return

EP Wealth Advisors's PHG Position: Q4 2024 in Review

EP Wealth Advisors sold out of Philips (PHG) in Q4 2024, closing a stake of 6,778 shares — an estimated $205K sold.

EP Wealth Advisors first reported a position in PHG in Q2 2019 and held it in 3 quarters. The position peaked at $219K in Q2 2019. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • EP Wealth Advisors reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 6,778 Philips shares in Q4 2024, an estimated $205K.
  • EP Wealth Advisors first reported a position in Philips in Q2 2019 and held it in 3 quarters.
  • EP Wealth Advisors's Philips position peaked at $219K in Q2 2019.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.