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Moran Wealth Management’s Philips PHG Stock Holding History

Moran 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
2024
Q1 		– Sell
-161,040
Closed -$3.36M – 440
2023
Q4 		$3.36M Buy
+161,040
New +$2.93M 0.12% 203

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Moran Wealth Management's PHG Position: Q1 2024 in Review

Moran Wealth Management sold out of Philips (PHG) in Q1 2024, closing a stake of 161,040 shares — an estimated $3.36M sold.

Moran Wealth Management first reported a position in PHG in Q4 2023 and held it in 1 quarter. The position peaked at $3.36M in Q4 2023. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • Moran Wealth Management reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 161,040 Philips shares in Q1 2024, an estimated $3.36M.
  • Moran Wealth Management first reported a position in Philips in Q4 2023 and held it in 1 quarter.
  • Moran Wealth Management's Philips position peaked at $3.36M in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.