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Householder Group Estate & Retirement Specialist’s Philips PHG Stock Holding History

Householder Group Estate & Retirement Specialist’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
-106
Closed -$2K – 1283
2024
Q2 		$2K Hold
106
– – ﹤0.01% 1078
2024
Q1 		$1.9K Hold
106
– – ﹤0.01% 1060
2023
Q4 		$2K Sell
106
-333
-76% -$6.05K ﹤0.01% 1008
2023
Q3 		$7.84K Buy
+439
New +$8.42K ﹤0.01% 845
2023
Q1 		$6K Buy
+403
New +$5.79K ﹤0.01% 926
2022
Q4 		– Sell
-1,209
Closed -$15K – 883
2022
Q3 		$15K Buy
+1,209
New +$19.6K 0.01% 647

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 $374B AUM 17.66% 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

Householder Group Estate & Retirement Specialist's PHG Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Philips (PHG) in Q3 2024, closing a stake of 106 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in PHG in Q3 2022 and held it in 6 quarters. The position peaked at $15K in Q3 2022. 342 funds tracked by Wall St. Rank hold PHG as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Philips position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 106 Philips shares in Q3 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Philips in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Philips position peaked at $15K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held Philips as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.