PA
PHG icon

PSI Advisors’s Philips PHG Stock Holding History

PSI Advisors’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
-272
Closed -$5.67K – 848
2023
Q4 		$5.67K Sell
272
-979
-78% -$17.8K ﹤0.01% 603
2023
Q3 		$22.3K Hold
1,251
– – 0.01% 365
2023
Q2 		$24.3K Sell
1,251
-1
-0.1% -$17 0.01% 358
2023
Q1 		$19.7K Hold
1,252
– – 0.01% 337
2022
Q4 		$16.1K Hold
1,252
– – 0.01% 363
2022
Q3 		$16K Hold
1,252
– – 0.01% 357
2022
Q2 		$23K Sell
1,252
-46
-4% -$991 0.01% 338
2022
Q1 		$33K Hold
1,298
– – 0.01% 302
2021
Q4 		$40K Hold
1,298
– – 0.02% 301
2021
Q3 		$48K Buy
+1,298
New +$49.3K 0.02% 292
2020
Q1 		– Sell
-1,017
Closed -$39K – 451
2019
Q4 		$39K Buy
+1,017
New +$36.8K 0.03% 290

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.66B AUM 6.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return