MFG
PHG icon

MidWestOne Financial Group’s Philips PHG Stock Holding History

MidWestOne Financial Group’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
2022
Q3 		– Sell
-11,418
Closed -$210K – 238
2022
Q2 		$210K Sell
11,418
-418
-4% -$9.01K 0.05% 217
2022
Q1 		$298K Hold
11,836
– – 0.06% 212
2021
Q4 		$360K Hold
11,836
– – 0.08% 194
2021
Q3 		$434K Hold
11,836
– – 0.1% 166
2021
Q2 		$486K Sell
11,836
-220
-2% -$10.2K 0.11% 159
2021
Q1 		$558K Hold
12,056
– – 0.14% 141
2020
Q4 		$530K Hold
12,056
– – 0.15% 140
2020
Q3 		$461K Buy
12,056
+239
+2% +$9.59K 0.15% 148
2020
Q2 		$449K Sell
11,817
-239
-2% -$8.32K 0.19% 89
2020
Q1 		$385K Hold
12,056
– – 0.14% 133
2019
Q4 		$467K Hold
12,056
– – 0.1% 159
2019
Q3 		$442K Hold
12,056
– – 0.14% 148
2019
Q2 		$418K Buy
+12,056
New +$387K 0.11% 179

Other funds holding PHG

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return