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Cypress Capital’s Philip Morris PM Stock Holding History

Cypress Capital’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
Q3 		– Sell
-749
Closed -$75.9K – 282
2024
Q2 		$75.9K Buy
+749
New +$73.2K 0.02% 94
2022
Q2 		– Sell
-2,341
Closed -$220K – 197
2022
Q1 		$220K Buy
+2,341
New +$234K 0.03% 194
2021
Q3 		– Sell
-15
Closed -$1K – 212
2021
Q2 		$1K Hold
15
– – ﹤0.01% 75
2021
Q1 		$1K Hold
15
– – ﹤0.01% 103
2020
Q4 		$1K Buy
+15
New +$1.17K ﹤0.01% 97

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cypress Capital's PM Position: Q3 2024 in Review

Cypress Capital sold out of Philip Morris (PM) in Q3 2024, closing a stake of 749 shares — an estimated $75.9K sold.

Cypress Capital first reported a position in PM in Q4 2020 and held it in 5 quarters. The position peaked at $220K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Cypress Capital reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 749 Philip Morris shares in Q3 2024, an estimated $75.9K.
  • Cypress Capital first reported a position in Philip Morris in Q4 2020 and held it in 5 quarters.
  • Cypress Capital's Philip Morris position peaked at $220K in Q1 2022.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.