Newbridge Financial Services Group’s Philips PHG Stock Holding History

Newbridge Financial Services 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
2024 Q2	–	Sell	-1,733	Closed	-$31K	–	1199
2024 Q1	$31K	Sell	1,733 -56	-3%	-$1.07K	0.01%	510
2023 Q4	$37.3K	Hold	1,789	–	–	0.02%	453
2023 Q3	$31.9K	Buy	1,789 +1,118	+167%	+$21.4K	0.02%	535
2023 Q2	$13K	Buy	671 +615	+1,098%	+$10.8K	0.01%	823
2023 Q1	$881	Hold	56	–	–	﹤0.01%	1285
2022 Q4	$720	Hold	56	–	–	﹤0.01%	1331
2022 Q3	$1K	Hold	56	–	–	﹤0.01%	1324
2022 Q2	$1K	Sell	56 -2	-3%	-$43	﹤0.01%	1293
2022 Q1	$1K	Sell	58 -32	-36%	-$874	﹤0.01%	1394
2021 Q4	$3K	Buy	+90	New	+$3.06K	﹤0.01%	1177

Other funds holding PHG

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Connor, Clark & Lunn Investment Management (CC&L)

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

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

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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