CIM
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CIM Investment Management’s Philip Morris PM Stock Holding History

CIM Investment Management’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
2020
Q4 		– Sell
-6,008
Closed -$451K – 297
2020
Q3 		$451K Buy
+6,008
New +$464K 0.17% 117
2019
Q1 		– Sell
-4,402
Closed -$294K – 326
2018
Q4 		$294K Sell
4,402
-177
-4% -$14.8K 0.13% 215
2018
Q3 		$373K Sell
4,579
-2
-0% -$164 0.13% 224
2018
Q2 		$370K Sell
4,581
-6,587
-59% -$559K 0.13% 233
2018
Q1 		$1.11M Sell
11,168
-290
-3% -$30.2K 0.38% 43
2017
Q4 		$1.21M Sell
11,458
-183
-2% -$19.5K 0.41% 39
2017
Q3 		$1.29M Buy
+11,641
New +$1.35M 0.47% 33
2017
Q1 		– Sell
-10,157
Closed -$929K – 366
2016
Q4 		$929K Buy
10,157
+117
+1% +$10.8K 0.34% 74
2016
Q3 		$976K Sell
10,040
-780
-7% -$78.1K 0.37% 57
2016
Q2 		$1.1M Sell
10,820
-470
-4% -$46.9K 0.46% 46
2016
Q1 		$1.11M Buy
11,290
+3,322
+42% +$305K 0.48% 43
2015
Q4 		$700K Sell
7,968
-7,976
-50% -$692K 0.32% 112
2015
Q3 		$1.26M Hold
15,944
– – 0.61% 39
2015
Q2 		$1.28M Sell
15,944
-90
-0.6% -$7.4K 0.56% 46
2015
Q1 		$1.21M Buy
16,034
+353
+2% +$28.7K 0.52% 52
2014
Q4 		$1.28M Hold
15,681
– – 0.59% 51
2014
Q3 		$1.31M Sell
15,681
-716
-4% -$60.6K 0.67% 41
2014
Q2 		$1.38M Sell
16,397
-441
-3% -$38K 0.69% 39
2014
Q1 		$1.38M Sell
16,838
-388
-2% -$31.3K 0.63% 39
2013
Q4 		$1.5M Buy
17,226
+1,160
+7% +$101K 0.77% 38
2013
Q3 		$1.39M Hold
16,066
– – 0.82% 35
2013
Q2 		$1.39M Buy
+16,066
New +$1.49M 0.83% 34

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIM Investment Management's PM Position: Q4 2020 in Review

CIM Investment Management sold out of Philip Morris (PM) in Q4 2020, closing a stake of 6,008 shares — an estimated $451K sold.

CIM Investment Management first reported a position in PM in Q2 2013 and held it in 22 quarters. The position peaked at $1.5M in Q4 2013. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • CIM Investment Management reported no remaining Philip Morris position as of Q4 2020 after selling out during the quarter.
  • CIM Investment Management sold 6,008 Philip Morris shares in Q4 2020, an estimated $451K.
  • CIM Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 22 quarters.
  • CIM Investment Management's Philip Morris position peaked at $1.5M in Q4 2013.
  • 1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on CIM Investment Management's 13F filing for Q4 2020, filed 17 Feb 2021.