LWM
PHG icon

Lenox Wealth Management’s Philips PHG Stock Holding History

Lenox 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
Q2 		$404K Buy
10,645
+393
+4% +$13.7K 0.12% 100
2020
Q1 		$327K Buy
10,252
+624
+6% +$22.1K 0.11% 98
2019
Q4 		$373K Buy
9,628
+1,791
+23% +$64.8K 0.1% 108
2019
Q3 		$287K Buy
7,837
+3,104
+66% +$114K 0.08% 118
2019
Q2 		$163K Buy
4,733
+2,146
+83% +$68.9K 0.05% 146
2019
Q1 		$82K Buy
2,587
+2,564
+11,148% +$76.3K 0.03% 199
2018
Q4 		$2K Hold
23
– – ﹤0.01% 562
2018
Q3 		$2K Sell
23
-170
-88% -$5.81K ﹤0.01% 585
2018
Q2 		$6K Buy
+193
New +$6.17K ﹤0.01% 420

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return