The Family Firm’s Philips PHG Stock Holding History

The Family Firm’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 Q3	–	Sell	-124	Closed	-$2.9K	–	666
2024 Q2	$2.9K	Buy	+124	New	+$2.79K	﹤0.01%	777

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

FMI

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

The Family Firm's PHG Position: Q3 2024 in Review

The Family Firm sold out of Philips (PHG) in Q3 2024, closing a stake of 124 shares — an estimated $2.9K sold.

The Family Firm first reported a position in PHG in Q2 2024 and held it in 1 quarter. The position peaked at $2.9K in Q2 2024. 341 funds tracked by Wall St. Rank hold PHG as of Q3 2024.

The Family Firm reported no remaining Philips position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 124 Philips shares in Q3 2024, an estimated $2.9K.
The Family Firm first reported a position in Philips in Q2 2024 and held it in 1 quarter.
The Family Firm's Philips position peaked at $2.9K in Q2 2024.
341 funds tracked by Wall St. Rank held Philips as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.