TFC Financial Management’s Philips PHG Stock Holding History

TFC Financial Management’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 Q4	–	Sell	-96	Closed	-$1.72K	–	707
2023 Q3	$1.72K	Buy	+96	New	+$1.84K	﹤0.01%	478
2022 Q2	–	Sell	-677	Closed	-$17K	–	554
2022 Q1	$17K	Hold	677	–	–	﹤0.01%	274
2021 Q4	$21K	Hold	677	–	–	0.01%	276
2021 Q3	$25K	Hold	677	–	–	0.01%	249
2021 Q2	$28K	Sell	677 -12	-2%	-$555	0.01%	238
2021 Q1	$32K	Hold	689	–	–	0.01%	221
2020 Q4	$30K	Hold	689	–	–	0.01%	224
2020 Q3	$26K	Buy	+689	New	+$27.7K	0.01%	219

Other funds holding PHG

Fidelity Investments

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

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Macquarie Group

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