Diversified’s Philip Morris PM Stock Holding History

Diversified’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 Q1	–	Sell	-1,637	Closed	-$123K	–	269
2020 Q4	$123K	Buy	+1,637	New	+$127K	0.1%	120

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

Diversified's PM Position: Q1 2021 in Review

Diversified sold out of Philip Morris (PM) in Q1 2021, closing a stake of 1,637 shares — an estimated $123K sold.

Diversified first reported a position in PM in Q4 2020 and held it in 1 quarter. The position peaked at $123K in Q4 2020. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

Diversified reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
Diversified sold 1,637 Philip Morris shares in Q1 2021, an estimated $123K.
Diversified first reported a position in Philip Morris in Q4 2020 and held it in 1 quarter.
Diversified's Philip Morris position peaked at $123K in Q4 2020.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.