DC Investments Management’s Philip Morris PM Stock Holding History

DC Investments 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
2022 Q1	–	Sell	-2,431	Closed	-$231K	–	63
2021 Q4	$231K	Buy	+2,431	New	+$227K	0.33%	47
2020 Q3	–	Sell	-3,800	Closed	-$266K	–	241
2020 Q2	$266K	Buy	+3,800	New	+$277K	0.1%	258
2019 Q1	–	Sell	-8,577	Closed	-$573K	–	259
2018 Q4	$573K	Buy	+8,577	New	+$716K	0.47%	80
2018 Q1	–	Sell	-2,908	Closed	-$307K	–	315
2017 Q4	$307K	Buy	+2,908	New	+$310K	0.13%	215

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

DC Investments Management's PM Position: Q1 2022 in Review

DC Investments Management sold out of Philip Morris (PM) in Q1 2022, closing a stake of 2,431 shares — an estimated $231K sold.

DC Investments Management first reported a position in PM in Q4 2017 and held it in 4 quarters. The position peaked at $573K in Q4 2018. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

DC Investments Management reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
DC Investments Management sold 2,431 Philip Morris shares in Q1 2022, an estimated $231K.
DC Investments Management first reported a position in Philip Morris in Q4 2017 and held it in 4 quarters.
DC Investments Management's Philip Morris position peaked at $573K in Q4 2018.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on DC Investments Management's 13F filing for Q1 2022, filed 13 May 2022.