HIA
PHG icon

Harbor Investment Advisory’s Philips PHG Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-8
Closed -$140 – 1413
2024
Q1 		$140 Buy
+8
New +$153 ﹤0.01% 1304
2023
Q3 		– Sell
-186
Closed -$3.6K – 1302
2023
Q2 		$3.6K Buy
+186
New +$3.25K ﹤0.01% 1169
2022
Q1 		– Sell
-1,136
Closed -$35K – 1383
2021
Q4 		$35K Hold
1,136
– – ﹤0.01% 829
2021
Q3 		$42K Hold
1,136
– – 0.01% 779
2021
Q2 		$47K Sell
1,136
-21
-2% -$971 0.01% 724
2021
Q1 		$53K Hold
1,157
– – 0.01% 668
2020
Q4 		$51K Hold
1,157
– – 0.01% 622
2020
Q3 		$44K Buy
1,157
+23
+2% +$923 0.01% 531
2020
Q2 		$43K Sell
1,134
-23
-2% -$800 0.01% 471
2020
Q1 		$37K Buy
+1,157
New +$40.9K 0.01% 460

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return