WCM Investment Management
PHG icon

WCM Investment Management’s Philips PHG Stock Holding History

WCM Investment 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
2021
Q4 		– Sell
-19,013
Closed -$698K – 215
2021
Q3 		$698K Buy
19,013
+467
+3% +$17.8K ﹤0.01% 193
2021
Q2 		$761K Buy
18,546
+5,113
+38% +$236K ﹤0.01% 182
2021
Q1 		$621K Buy
13,433
+7,381
+122% +$335K ﹤0.01% 169
2020
Q4 		$266K Buy
+6,052
New +$250K ﹤0.01% 187

Other funds holding PHG

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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

WCM Investment Management's PHG Position: Q4 2021 in Review

WCM Investment Management sold out of Philips (PHG) in Q4 2021, closing a stake of 19,013 shares — an estimated $698K sold.

WCM Investment Management first reported a position in PHG in Q4 2020 and held it in 4 quarters. The position peaked at $761K in Q2 2021. 348 funds tracked by Wall St. Rank hold PHG as of Q4 2021.

  • WCM Investment Management reported no remaining Philips position as of Q4 2021 after selling out during the quarter.
  • WCM Investment Management sold 19,013 Philips shares in Q4 2021, an estimated $698K.
  • WCM Investment Management first reported a position in Philips in Q4 2020 and held it in 4 quarters.
  • WCM Investment Management's Philips position peaked at $761K in Q2 2021.
  • 348 funds tracked by Wall St. Rank held Philips as of Q4 2021.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.