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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

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's PHG Position: Q2 2022 in Review

Freedom Investment Management sold out of Philips (PHG) in Q2 2022, closing a stake of 12,106 shares — an estimated $305K sold.

Freedom Investment Management first reported a position in PHG in Q3 2014 and held it in 20 quarters. The position peaked at $1.22M in Q1 2021. 292 funds tracked by Wall St. Rank hold PHG as of Q2 2022.

  • Freedom Investment Management reported no remaining Philips position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 12,106 Philips shares in Q2 2022, an estimated $305K.
  • Freedom Investment Management first reported a position in Philips in Q3 2014 and held it in 20 quarters.
  • Freedom Investment Management's Philips position peaked at $1.22M in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Philips as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.