Pekin Hardy Strauss’s Philips PHG Stock Holding History

Pekin Hardy Strauss’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 Q4	–	Sell	-7,567	Closed	-$229K	–	381
2024 Q3	$229K	Buy	+7,567	New	+$201K	0.03%	310

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

FMI

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

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

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

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

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

Pekin Hardy Strauss's PHG Position: Q4 2024 in Review

Pekin Hardy Strauss sold out of Philips (PHG) in Q4 2024, closing a stake of 7,567 shares — an estimated $229K sold.

Pekin Hardy Strauss first reported a position in PHG in Q3 2024 and held it in 1 quarter. The position peaked at $229K in Q3 2024. 315 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

Pekin Hardy Strauss reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
Pekin Hardy Strauss sold 7,567 Philips shares in Q4 2024, an estimated $229K.
Pekin Hardy Strauss first reported a position in Philips in Q3 2024 and held it in 1 quarter.
Pekin Hardy Strauss's Philips position peaked at $229K in Q3 2024.
315 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on Pekin Hardy Strauss's 13F filing for Q4 2024, filed 4 Feb 2025.