Lee, Danner & Bass’s Philips PHG Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-89	Closed	-$2.08K	–	575
2024 Q4	$2.08K	Buy	+89	New	+$2.3K	﹤0.01%	673

Other funds holding PHG

FMI

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CCM

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

Lee, Danner & Bass's PHG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Philips (PHG) in Q1 2025, closing a stake of 89 shares — an estimated $2.08K sold.

Lee, Danner & Bass first reported a position in PHG in Q4 2024 and held it in 1 quarter. The position peaked at $2.08K in Q4 2024. 313 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

Lee, Danner & Bass reported no remaining Philips position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 89 Philips shares in Q1 2025, an estimated $2.08K.
Lee, Danner & Bass first reported a position in Philips in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Philips position peaked at $2.08K in Q4 2024.
313 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.