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Carmel Capital Partners’s Philip Morris PM Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-137
Closed -$12.7K – 548
2023
Q3 		$12.7K Buy
+137
New +$13.2K 0.01% 420

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carmel Capital Partners's PM Position: Q4 2023 in Review

Carmel Capital Partners sold out of Philip Morris (PM) in Q4 2023, closing a stake of 137 shares — an estimated $12.7K sold.

Carmel Capital Partners first reported a position in PM in Q3 2023 and held it in 1 quarter. The position peaked at $12.7K in Q3 2023. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

  • Carmel Capital Partners reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 137 Philip Morris shares in Q4 2023, an estimated $12.7K.
  • Carmel Capital Partners first reported a position in Philip Morris in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Philip Morris position peaked at $12.7K in Q3 2023.
  • 2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.