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Global Retirement Partners’s PLDT PHI Stock Holding History

Global Retirement Partners’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19
Closed -$1K – 3075
2022
Q3 		$1K Buy
+19
New +$559 ﹤0.01% 2545
2022
Q2 		– Sell
-144
Closed -$5K – 2837
2022
Q1 		$5K Buy
+144
New +$5.12K ﹤0.01% 1904
2021
Q1 		– Sell
-28
Closed -$1K – 1869
2020
Q4 		$1K Buy
+28
New +$779 ﹤0.01% 1692
2020
Q3 		– Sell
-81
Closed -$2K – 1696
2020
Q2 		$2K Sell
81
-72
-47% -$1.71K ﹤0.01% 1478
2020
Q1 		$3K Buy
153
+125
+446% +$2.48K ﹤0.01% 1354
2019
Q4 		$1K Hold
28
– – ﹤0.01% 1556
2019
Q3 		$1K Hold
28
– – ﹤0.01% 1537
2019
Q2 		$1K Buy
+28
New +$666 ﹤0.01% 1533

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Retirement Partners's PHI Position: Q4 2022 in Review

Global Retirement Partners sold out of PLDT (PHI) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in PHI in Q2 2019 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 76 funds tracked by Wall St. Rank hold PHI as of Q4 2022.

  • Global Retirement Partners reported no remaining PLDT position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 19 PLDT shares in Q4 2022, an estimated $1K.
  • Global Retirement Partners first reported a position in PLDT in Q2 2019 and held it in 8 quarters.
  • Global Retirement Partners's PLDT position peaked at $5K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held PLDT as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.