Schechter Investment Advisors’s Philips PHG Stock Holding History

Schechter Investment 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
2025 Q1	$829K	Sell	35,281 -4,491	-11%	-$110K	0.07%	259
2024 Q4	$932K	Buy	39,772 +117	+0.3%	+$3.02K	0.07%	250
2024 Q3	$1.2M	Sell	39,655 -10,102	-20%	-$268K	0.09%	216
2024 Q2	$1.16M	Sell	49,757 -9,958	-17%	-$224K	0.09%	210
2024 Q1	$1.07M	Sell	59,715 -1,438	-2%	-$27.5K	0.08%	231
2023 Q4	$1.28M	Sell	61,153 -6,433	-10%	-$117K	0.11%	181
2023 Q3	$1.21M	Sell	67,586 -1,117	-2%	-$21.4K	0.12%	189
2023 Q2	$1.33M	Sell	68,703 -966	-1%	-$16.9K	0.12%	191
2023 Q1	$1.09M	Buy	69,669 +4,063	+6%	+$58.4K	0.1%	232
2022 Q4	$842K	Buy	65,606 +17,334	+36%	+$209K	0.08%	352
2022 Q3	$636K	Buy	48,272 +14,953	+45%	+$243K	0.06%	434
2022 Q2	$614K	Buy	+33,319	New	+$718K	0.06%	462

Other funds holding PHG

FMI

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Schechter Investment Advisors's PHG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Philips (PHG) stake by 11% in Q1 2025, selling an estimated $110K and leaving 35,281 shares worth $829K. The position accounts for 0.07% of the portfolio, ranked #259.

Schechter Investment Advisors first reported a position in PHG in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2023. 313 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

Schechter Investment Advisors held 35,281 shares of Philips worth $829K as of Q1 2025.
Schechter Investment Advisors sold 4,491 Philips shares in Q1 2025, an estimated $110K.
Philips made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #259 holding.
Schechter Investment Advisors first reported a position in Philips in Q2 2022 and has held it in 12 quarters since.
Schechter Investment Advisors's Philips position peaked at $1.33M in Q2 2023.
313 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.