Bruce Berkowitz’s Philip Morris PM Stock Holding History

Bruce Berkowitz’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
2021 Q1	–	Sell	-14,100	Closed	-$1.17M	–	23
2020 Q4	$1.17M	Buy	+14,100	New	+$1.1M	0.09%	17

Other funds holding PM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bruce Berkowitz's PM Position: Q1 2021 in Review

Bruce Berkowitz sold out of Philip Morris (PM) in Q1 2021, closing a stake of 14,100 shares — an estimated $1.17M sold.

Bruce Berkowitz first reported a position in PM in Q4 2020 and held it in 1 quarter. The position peaked at $1.17M in Q4 2020. 1,836 funds tracked by Wall St. Rank hold PM as of Q1 2021.

Bruce Berkowitz reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
Bruce Berkowitz sold 14,100 Philip Morris shares in Q1 2021, an estimated $1.17M.
Bruce Berkowitz first reported a position in Philip Morris in Q4 2020 and held it in 1 quarter.
Bruce Berkowitz's Philip Morris position peaked at $1.17M in Q4 2020.
1,836 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Fairholme Capital Management's 13F filing for Q1 2021, filed 17 May 2021.