WPC
PHG icon

Waters Parkerson & Co’s Philips PHG Stock Holding History

Waters Parkerson & 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
2021
Q4 		– Sell
-5,904
Closed -$217K – 179
2021
Q3 		$217K Buy
5,904
+11
+0.2% +$418 0.01% 170
2021
Q2 		$242K Sell
5,893
-110
-2% -$5.09K 0.01% 160
2021
Q1 		$278K Hold
6,003
– – 0.02% 154
2020
Q4 		$264K Buy
6,003
+192
+3% +$7.93K 0.02% 154
2020
Q3 		$222K Buy
5,811
+114
+2% +$4.58K 0.02% 153
2020
Q2 		$216K Buy
+5,697
New +$198K 0.02% 149
2020
Q1 		– Sell
-5,812
Closed -$225K – 157
2019
Q4 		$225K Hold
5,812
– – 0.02% 154
2019
Q3 		$213K Hold
5,812
– – 0.02% 152
2019
Q2 		$201K Buy
+5,812
New +$187K 0.02% 159
2018
Q4 		– Sell
-5,952
Closed -$210K – 163
2018
Q3 		$210K Buy
+5,952
New +$203K 0.02% 163

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return