Syverson Strege & Co’s Philips PHG Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-199	Closed	-$3.12K	–	463
2023 Q1	$3.12K	Buy	+199	New	+$2.86K	﹤0.01%	409

Other funds holding PHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Syverson Strege & Co's PHG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Philips (PHG) in Q2 2023, closing a stake of 199 shares — an estimated $3.12K sold.

Syverson Strege & Co first reported a position in PHG in Q1 2023 and held it in 1 quarter. The position peaked at $3.12K in Q1 2023. 274 funds tracked by Wall St. Rank hold PHG as of Q2 2023.

Syverson Strege & Co reported no remaining Philips position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 199 Philips shares in Q2 2023, an estimated $3.12K.
Syverson Strege & Co first reported a position in Philips in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Philips position peaked at $3.12K in Q1 2023.
274 funds tracked by Wall St. Rank held Philips as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.