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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 – 448
2019
Q4 		$39K Buy
+1,017
New +$36.8K 0.03% 290

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 22.96% 1-Year Est. Return

PSI Advisors's PHG Position: Q1 2024 in Review

PSI Advisors sold out of Philips (PHG) in Q1 2024, closing a stake of 272 shares — an estimated $5.67K sold.

PSI Advisors first reported a position in PHG in Q4 2019 and held it in 11 quarters. The position peaked at $48K in Q3 2021. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • PSI Advisors reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • PSI Advisors sold 272 Philips shares in Q1 2024, an estimated $5.67K.
  • PSI Advisors first reported a position in Philips in Q4 2019 and held it in 11 quarters.
  • PSI Advisors's Philips position peaked at $48K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on PSI Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.