Steward Financial Group’s Philips PHG Stock Holding History

Steward Financial Group’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 Q3	–	Sell	-49	Closed	–	–	979
2022 Q2	$0	Buy	+49	New	+$1.06K	﹤0.01%	1272

Other funds holding PHG

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Steward Financial Group's PHG Position: Q3 2022 in Review

Steward Financial Group sold out of Philips (PHG) in Q3 2022, closing a stake of 49 shares.

Steward Financial Group first reported a position in PHG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 273 funds tracked by Wall St. Rank hold PHG as of Q3 2022.

Steward Financial Group reported no remaining Philips position as of Q3 2022 after selling out during the quarter.
Steward Financial Group sold 49 Philips shares in Q3 2022.
Steward Financial Group first reported a position in Philips in Q2 2022 and held it in 1 quarter.
Steward Financial Group's Philips position peaked at $0 in Q2 2022.
273 funds tracked by Wall St. Rank held Philips as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.