Crane Advisory’s Philip Morris PM Stock Holding History

Crane Advisory’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 Q1	–	Sell	-3,600	Closed	-$364K	–	28
2022 Q4	$364K	Hold	3,600	–	–	0.15%	20
2022 Q3	$308K	Buy	+3,600	New	+$343K	0.16%	22

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

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

Crane Advisory's PM Position: Q1 2023 in Review

Crane Advisory sold out of Philip Morris (PM) in Q1 2023, closing a stake of 3,600 shares — an estimated $364K sold.

Crane Advisory first reported a position in PM in Q3 2022 and held it in 2 quarters. The position peaked at $364K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Crane Advisory reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Crane Advisory sold 3,600 Philip Morris shares in Q1 2023, an estimated $364K.
Crane Advisory first reported a position in Philip Morris in Q3 2022 and held it in 2 quarters.
Crane Advisory's Philip Morris position peaked at $364K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Crane Advisory's 13F filing for Q1 2023, filed 14 Apr 2023.