Insight Advisors’s Philips PHG Stock Holding History

Insight Advisors’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
2023 Q4	–	Sell	-14,871	Closed	-$265K	–	290
2023 Q3	$265K	Buy	+14,871	New	+$285K	0.06%	223

Other funds holding PHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Insight Advisors's PHG Position: Q4 2023 in Review

Insight Advisors sold out of Philips (PHG) in Q4 2023, closing a stake of 14,871 shares — an estimated $265K sold.

Insight Advisors first reported a position in PHG in Q3 2023 and held it in 1 quarter. The position peaked at $265K in Q3 2023. 300 funds tracked by Wall St. Rank hold PHG as of Q4 2023.

Insight Advisors reported no remaining Philips position as of Q4 2023 after selling out during the quarter.
Insight Advisors sold 14,871 Philips shares in Q4 2023, an estimated $265K.
Insight Advisors first reported a position in Philips in Q3 2023 and held it in 1 quarter.
Insight Advisors's Philips position peaked at $265K in Q3 2023.
300 funds tracked by Wall St. Rank held Philips as of Q4 2023.

Based on Insight Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.