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Jeppson Wealth Management’s Philips PHG Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-3,419
Closed -$131K – 359
2020
Q3 		$131K Buy
+3,419
New +$137K 0.1% 148

Other funds holding PHG

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BlackRock
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Jeppson Wealth Management's PHG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Philips (PHG) in Q4 2020, closing a stake of 3,419 shares — an estimated $131K sold.

Jeppson Wealth Management first reported a position in PHG in Q3 2020 and held it in 1 quarter. The position peaked at $131K in Q3 2020. 387 funds tracked by Wall St. Rank hold PHG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Philips position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,419 Philips shares in Q4 2020, an estimated $131K.
  • Jeppson Wealth Management first reported a position in Philips in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Philips position peaked at $131K in Q3 2020.
  • 387 funds tracked by Wall St. Rank held Philips as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.