Elm Advisors’s Philip Morris PM Stock Holding History

Elm Advisors’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	-713	Closed	-$59K	–	212
2020 Q4	$59K	Buy	+713	New	+$55.5K	0.04%	155
2018 Q4	–	Sell	-713	Closed	-$58K	–	215
2018 Q3	$58K	Buy	+713	New	+$58.5K	0.04%	155

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

Elm Advisors's PM Position: Q1 2021 in Review

Elm Advisors sold out of Philip Morris (PM) in Q1 2021, closing a stake of 713 shares — an estimated $59K sold.

Elm Advisors first reported a position in PM in Q3 2018 and held it in 2 quarters. The position peaked at $59K in Q4 2020. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

Elm Advisors reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 713 Philip Morris shares in Q1 2021, an estimated $59K.
Elm Advisors first reported a position in Philip Morris in Q3 2018 and held it in 2 quarters.
Elm Advisors's Philip Morris position peaked at $59K in Q4 2020.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.