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Dauntless Investment Group’s Philip Morris PM Stock Holding History

Dauntless Investment 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
2025
Q1 		– Sell
-4,868
Closed -$586K – 77
2024
Q4 		$586K Buy
+4,868
New +$614K 0.62% 26

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Capital International Investors
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dauntless Investment Group's PM Position: Q1 2025 in Review

Dauntless Investment Group sold out of Philip Morris (PM) in Q1 2025, closing a stake of 4,868 shares — an estimated $586K sold.

Dauntless Investment Group first reported a position in PM in Q4 2024 and held it in 1 quarter. The position peaked at $586K in Q4 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Dauntless Investment Group reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Dauntless Investment Group sold 4,868 Philip Morris shares in Q1 2025, an estimated $586K.
  • Dauntless Investment Group first reported a position in Philip Morris in Q4 2024 and held it in 1 quarter.
  • Dauntless Investment Group's Philip Morris position peaked at $586K in Q4 2024.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Dauntless Investment Group's 13F filing for Q1 2025, filed 7 May 2025.