Ken Fisher’s Philips PHG Stock Holding History

Ken Fisher’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 Q1	–	Sell	-21,114	Closed	-$271K	–	1165
2022 Q4	$271K	Buy	21,114 +9,257	+78%	+$112K	﹤0.01%	932
2022 Q3	$156K	Sell	11,857 -262	-2%	-$4.25K	﹤0.01%	896
2022 Q2	$223K	Buy	+12,119	New	+$261K	﹤0.01%	853

Other funds holding PHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Ken Fisher's PHG Position: Q1 2023 in Review

Ken Fisher sold out of Philips (PHG) in Q1 2023, closing a stake of 21,114 shares — an estimated $271K sold.

Ken Fisher first reported a position in PHG in Q2 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 261 funds tracked by Wall St. Rank hold PHG as of Q1 2023.

Ken Fisher reported no remaining Philips position as of Q1 2023 after selling out during the quarter.
Ken Fisher sold 21,114 Philips shares in Q1 2023, an estimated $271K.
Ken Fisher first reported a position in Philips in Q2 2022 and held it in 3 quarters.
Ken Fisher's Philips position peaked at $271K in Q4 2022.
261 funds tracked by Wall St. Rank held Philips as of Q1 2023.

Based on Fisher Asset Management's 13F filing for Q1 2023, filed 1 May 2023.