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Sargent Bickham Lagudis’s Philips PHG Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		– Sell
-2,686
Closed -$35K – 1083
2022
Q3 		$35K Hold
2,686
– – ﹤0.01% 477
2022
Q2 		$50K Sell
2,686
-98
-4% -$2.11K ﹤0.01% 421
2022
Q1 		$70K Hold
2,784
– – 0.01% 389
2021
Q4 		$85K Hold
2,784
– – 0.01% 358
2021
Q3 		$102K Hold
2,784
– – 0.01% 332
2021
Q2 		$114K Sell
2,784
-52
-2% -$2.4K 0.01% 331
2021
Q1 		$131K Hold
2,836
– – 0.01% 300
2020
Q4 		$125K Hold
2,836
– – 0.01% 298
2020
Q3 		$108K Buy
+2,836
New +$114K 0.01% 283

Other funds holding PHG

Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return