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Crestline Management’s Philip Morris PM Stock Holding History

Crestline 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
2024
Q4 		– Sell
-9,610
Closed -$1.17M – 849
2024
Q3 		$1.17M Buy
+9,610
New +$1.12M 0.06% 254

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crestline Management's PM Position: Q4 2024 in Review

Crestline Management sold out of Philip Morris (PM) in Q4 2024, closing a stake of 9,610 shares — an estimated $1.17M sold.

Crestline Management first reported a position in PM in Q3 2024 and held it in 1 quarter. The position peaked at $1.17M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Crestline Management reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Crestline Management sold 9,610 Philip Morris shares in Q4 2024, an estimated $1.17M.
  • Crestline Management first reported a position in Philip Morris in Q3 2024 and held it in 1 quarter.
  • Crestline Management's Philip Morris position peaked at $1.17M in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Crestline Management's 13F filing for Q4 2024, filed 14 Feb 2025.