Clean Yield Group’s Philip Morris PM Stock Holding History

Clean Yield 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
2023 Q2	–	Sell	-1	Closed	-$97	–	431
2023 Q1	$97	Sell	1 -300	-100%	-$29.9K	﹤0.01%	418
2022 Q4	$30.5K	Hold	301	–	–	0.01%	266
2022 Q3	$25K	Hold	301	–	–	0.01%	267
2022 Q2	$30K	Hold	301	–	–	0.01%	271
2022 Q1	$28K	Sell	301 -150	-33%	-$15K	0.01%	293
2021 Q4	$43K	Hold	451	–	–	0.01%	277
2021 Q3	$43K	Hold	451	–	–	0.01%	268
2021 Q2	$45K	Buy	+451	New	+$43.3K	0.02%	261
2021 Q1	–	Sell	-551	Closed	-$46K	–	315
2020 Q4	$46K	Hold	551	–	–	0.02%	256
2020 Q3	$41K	Hold	551	–	–	0.02%	235
2020 Q2	$39K	Hold	551	–	–	0.02%	227
2020 Q1	$40K	Hold	551	–	–	0.02%	219
2019 Q4	$47K	Hold	551	–	–	0.01%	229
2019 Q3	$42K	Hold	551	–	–	0.01%	224
2019 Q2	$43K	Hold	551	–	–	0.02%	213
2019 Q1	$49K	Hold	551	–	–	0.02%	191
2018 Q4	$37K	Buy	+551	New	+$46K	0.02%	203
2017 Q2	–	Sell	-708	Closed	-$80K	–	234
2017 Q1	$80K	Buy	+708	New	+$73K	0.03%	161
2016 Q4	–	Sell	-808	Closed	-$79K	–	241
2016 Q3	$79K	Hold	808	–	–	0.03%	159
2016 Q2	$82K	Hold	808	–	–	0.04%	160
2016 Q1	$81K	Buy	+808	New	+$74.1K	0.04%	152
2015 Q2	–	Sell	-808	Closed	-$61K	–	246
2015 Q1	$61K	Buy	+808	New	+$65.6K	0.03%	166

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Clean Yield Group's PM Position: Q2 2023 in Review

Clean Yield Group sold out of Philip Morris (PM) in Q2 2023, closing a stake of 1 share — an estimated $97 sold.

Clean Yield Group first reported a position in PM in Q1 2015 and held it in 22 quarters. The position peaked at $82K in Q2 2016. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

Clean Yield Group reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
Clean Yield Group sold 1 Philip Morris share in Q2 2023, an estimated $97.
Clean Yield Group first reported a position in Philip Morris in Q1 2015 and held it in 22 quarters.
Clean Yield Group's Philip Morris position peaked at $82K in Q2 2016.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.