Freedom Investment Management’s Philips PHG Stock Holding History

Freedom 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
2022 Q2	–	Sell	-12,106	Closed	-$305K	–	818
2022 Q1	$305K	Sell	12,106 -11,978	-50%	-$327K	0.03%	611
2021 Q4	$733K	Sell	24,084 -506	-2%	-$17.2K	0.05%	431
2021 Q3	$903K	Sell	24,590 -1,349	-5%	-$51.3K	0.07%	337
2021 Q2	$1.06M	Sell	25,939 -412	-2%	-$19K	0.08%	312
2021 Q1	$1.22M	Buy	26,351 +16,907	+179%	+$767K	0.09%	253
2020 Q4	$415K	Buy	9,444 +468	+5%	+$19.3K	0.05%	385
2020 Q3	$343K	Sell	8,976 -5,991	-40%	-$240K	0.04%	378
2020 Q2	$569K	Buy	14,967 +374	+3%	+$13K	0.06%	239
2020 Q1	$557K	Buy	14,593 +6,375	+78%	+$226K	0.05%	313
2019 Q4	$319K	Sell	8,218 -1,876	-19%	-$67.8K	0.03%	472
2019 Q3	$370K	Sell	10,094 -621	-6%	-$22.8K	0.03%	443
2019 Q2	$371K	Sell	10,715 -1,167	-10%	-$37.5K	0.03%	443
2019 Q1	$377K	Sell	11,882 -3,803	-24%	-$113K	0.03%	451
2018 Q4	$427K	Sell	15,685 -2,890	-16%	-$85.3K	0.03%	465
2018 Q3	$634K	Sell	18,575 -827	-4%	-$28.3K	0.04%	444
2018 Q2	$637K	Buy	19,402 +1,775	+10%	+$56.7K	0.04%	463
2018 Q1	$513K	Buy	17,627 +1,288	+8%	+$38.3K	0.03%	608
2017 Q4	$469K	Buy	16,339 +8,349	+104%	+$252K	0.02%	656
2017 Q3	$250K	Buy	+7,990	New	+$233K	0.01%	932
2014 Q4	–	Sell	-25,000	Closed	-$549K	–	610
2014 Q3	$549K	Buy	+25,000	New	+$537K	0.1%	216

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

Bank of America

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

Fidelity Investments

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

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

AllianceBernstein

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return