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SimplyRich’s Philips PHG Stock Holding History

SimplyRich’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
-6,697
Closed -$202K – 228
2024
Q3 		$202K Buy
+6,697
New +$178K 0.06% 220
2021
Q4 		– Sell
-6,059
Closed -$222K – 175
2021
Q3 		$222K Buy
+6,059
New +$230K 0.08% 164
2021
Q2 		– Sell
-4,763
Closed -$220K – 171
2021
Q1 		$220K Buy
+4,763
New +$216K 0.09% 157

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

SimplyRich's PHG Position: Q4 2024 in Review

SimplyRich sold out of Philips (PHG) in Q4 2024, closing a stake of 6,697 shares — an estimated $202K sold.

SimplyRich first reported a position in PHG in Q1 2021 and held it in 3 quarters. The position peaked at $222K in Q3 2021. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • SimplyRich reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • SimplyRich sold 6,697 Philips shares in Q4 2024, an estimated $202K.
  • SimplyRich first reported a position in Philips in Q1 2021 and held it in 3 quarters.
  • SimplyRich's Philips position peaked at $222K in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on SimplyRich's 13F filing for Q4 2024, filed 29 Jan 2025.