Crescent Capital Consulting’s Philip Morris PM Stock Holding History

Crescent Capital Consulting’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 Q4	$2.07M	Buy	21,790 +25	+0.1%	+$2.34K	0.34%	68
2021 Q3	$2.06M	Sell	21,765 -1,199	-5%	-$121K	0.38%	62
2021 Q2	$2.28M	Sell	22,964 -108	-0.5%	-$10.4K	0.43%	57
2021 Q1	$2.05M	Buy	23,072 +9,258	+67%	+$786K	0.45%	57
2020 Q4	$1.14M	Buy	+13,814	New	+$1.08M	0.3%	72

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Crescent Capital Consulting's PM Position: Q4 2021 in Review

Crescent Capital Consulting increased its Philip Morris (PM) stake by 0.11% in Q4 2021, buying an estimated $2.34K and bringing the position to 21,790 shares worth $2.07M. The position accounts for 0.34% of the portfolio, ranked #68.

Crescent Capital Consulting first reported a position in PM in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.28M in Q2 2021. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Crescent Capital Consulting held 21,790 shares of Philip Morris worth $2.07M as of Q4 2021.
Crescent Capital Consulting bought 25 Philip Morris shares in Q4 2021, an estimated $2.34K.
Philip Morris made up 0.34% of Crescent Capital Consulting's portfolio in Q4 2021, its #68 holding.
Crescent Capital Consulting first reported a position in Philip Morris in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's Philip Morris position peaked at $2.28M in Q2 2021.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.