IHT Wealth Management’s Philips PHG Stock Holding History

IHT Wealth 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
2024 Q4	–	Sell	-647,310	Closed	-$120	–	1172
2024 Q3	$120	Buy	+647,310	New	+$17.2M	﹤0.01%	1143
2021 Q4	–	Sell	-7,179	Closed	-$264K	–	840
2021 Q3	$264K	Sell	7,179 -1,375	-16%	-$52.3K	0.02%	638
2021 Q2	$351K	Sell	8,554 -1,275	-13%	-$59K	0.02%	648
2021 Q1	$455K	Buy	+9,829	New	+$446K	0.03%	488
2020 Q3	–	Sell	-9,892	Closed	-$376K	–	685
2020 Q2	$376K	Sell	9,892 -161	-2%	-$5.6K	0.05%	353
2020 Q1	$321K	Sell	10,053 -1,104	-10%	-$39.1K	0.05%	382
2019 Q4	$433K	Buy	11,157 +48	+0.4%	+$1.74K	0.05%	355
2019 Q3	$407K	Buy	11,109 +3,471	+45%	+$128K	0.06%	361
2019 Q2	$265K	Sell	7,638 -916	-11%	-$29.4K	0.04%	425
2019 Q1	$271K	Sell	8,554 -128	-1%	-$3.81K	0.05%	382
2018 Q4	$237K	Sell	8,682 -4	-0%	-$118	0.05%	388
2018 Q3	$307K	Hold	8,686	–	–	0.07%	318
2018 Q2	$285K	Sell	8,686 -145	-2%	-$4.64K	0.07%	318
2018 Q1	$253K	Sell	8,831 -652	-7%	-$19.4K	0.07%	308
2017 Q4	$286K	Buy	9,483 +916	+11%	+$27.6K	0.08%	291
2017 Q3	$267K	Hold	8,567	–	–	0.11%	204
2017 Q2	$5	Buy	8,567 +1,325	+18%	+$34.7K	﹤0.01%	1106
2017 Q1	$170K	Sell	7,242 -683	-9%	-$15.3K	0.11%	202
2016 Q4	$177K	Buy	+7,925	New	+$173K	0.13%	185

Other funds holding PHG

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return