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Harel Insurance Investments & Financial Services’s Philips PHG Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-2,364
Closed -$55K – 559
2024
Q2 		$55K Sell
2,364
-1,539
-39% -$34.6K ﹤0.01% 367
2024
Q1 		$70K Sell
3,903
-61
-2% -$1.17K ﹤0.01% 343
2023
Q4 		$83K Buy
3,964
+240
+6% +$4.36K ﹤0.01% 372
2023
Q3 		$66K Sell
3,724
-727
-16% -$13.9K ﹤0.01% 424
2023
Q2 		$86K Sell
4,451
-1,046
-19% -$18.3K ﹤0.01% 399
2023
Q1 		$86K Sell
5,497
-723
-12% -$10.4K ﹤0.01% 422
2022
Q4 		$80K Sell
6,220
-797
-11% -$9.61K ﹤0.01% 403
2022
Q3 		$92K Buy
7,017
+2,015
+40% +$32.7K ﹤0.01% 394
2022
Q2 		$92K Sell
5,002
-895
-15% -$19.3K ﹤0.01% 417
2022
Q1 		$149K Sell
5,897
-4,572
-44% -$125K ﹤0.01% 396
2021
Q4 		$322K Sell
10,469
-10,208
-49% -$347K 0.01% 307
2021
Q3 		$759K Sell
20,677
-1,509
-7% -$57.4K 0.02% 181
2021
Q2 		$911K Sell
22,186
-34,333
-61% -$1.59M 0.02% 339
2021
Q1 		$5.67M Buy
+56,519
New +$2.57M 0.11% 114

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 $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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.7B AUM 6.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

Harel Insurance Investments & Financial Services's PHG Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Philips (PHG) in Q3 2024, closing a stake of 2,364 shares — an estimated $55K sold.

Harel Insurance Investments & Financial Services first reported a position in PHG in Q1 2021 and held it in 14 quarters. The position peaked at $5.67M in Q1 2021. 342 funds tracked by Wall St. Rank hold PHG as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Philips position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,364 Philips shares in Q3 2024, an estimated $55K.
  • Harel Insurance Investments & Financial Services first reported a position in Philips in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Philips position peaked at $5.67M in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Philips as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.