Eagle Ridge Investment Management’s Philip Morris PM Stock Holding History

Eagle Ridge Investment 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
2023 Q2	–	Sell	-3,181	Closed	-$309K	–	157
2023 Q1	$309K	Buy	+3,181	New	+$317K	0.03%	127
2018 Q2	–	Sell	-2,288	Closed	-$227K	–	180
2018 Q1	$227K	Buy	+2,288	New	+$238K	0.04%	163
2014 Q1	–	Sell	-3,396	Closed	-$296K	–	60
2013 Q4	$296K	Sell	3,396 -835	-20%	-$72.9K	0.15%	47
2013 Q3	$366K	Sell	4,231 -3,185	-43%	-$278K	0.2%	43
2013 Q2	$662K	Buy	+7,416	New	+$689K	0.38%	37

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Ridge Investment Management's PM Position: Q2 2023 in Review

Eagle Ridge Investment Management sold out of Philip Morris (PM) in Q2 2023, closing a stake of 3,181 shares — an estimated $309K sold.

Eagle Ridge Investment Management first reported a position in PM in Q2 2013 and held it in 5 quarters. The position peaked at $662K in Q2 2013. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

Eagle Ridge Investment Management reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
Eagle Ridge Investment Management sold 3,181 Philip Morris shares in Q2 2023, an estimated $309K.
Eagle Ridge Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 5 quarters.
Eagle Ridge Investment Management's Philip Morris position peaked at $662K in Q2 2013.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.