AlphaSimPlex Group’s Philip Morris PM Stock Holding History

AlphaSimPlex Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,984	Closed	-$283K	–	132
2021 Q4	$283K	Sell	2,984 -2,043	-41%	-$191K	0.48%	70
2021 Q3	$477K	Sell	5,027 -4,337	-46%	-$436K	0.39%	87
2021 Q2	$928K	Hold	9,364	–	–	0.46%	82
2021 Q1	$831K	Hold	9,364	–	–	0.35%	132
2020 Q4	$775K	Buy	+9,364	New	+$729K	0.27%	171

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaSimPlex Group's PM Position: Q1 2022 in Review

AlphaSimPlex Group sold out of Philip Morris (PM) in Q1 2022, closing a stake of 2,984 shares — an estimated $283K sold.

AlphaSimPlex Group first reported a position in PM in Q4 2020 and held it in 5 quarters. The position peaked at $928K in Q2 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

AlphaSimPlex Group reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
AlphaSimPlex Group sold 2,984 Philip Morris shares in Q1 2022, an estimated $283K.
AlphaSimPlex Group first reported a position in Philip Morris in Q4 2020 and held it in 5 quarters.
AlphaSimPlex Group's Philip Morris position peaked at $928K in Q2 2021.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on AlphaSimPlex Group's 13F filing for Q1 2022, filed 10 May 2022.