Employees Provident Fund Board’s Philip Morris PM Stock Holding History

Employees Provident Fund Board’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
2018 Q4	–	Sell	-525,255	Closed	-$42.8M	–	67
2018 Q3	$42.8M	Sell	525,255 -139,032	-21%	-$11.4M	1.18%	36
2018 Q2	$53.6M	Hold	664,287	–	–	1.46%	29
2018 Q1	$66M	Hold	664,287	–	–	1.97%	18
2017 Q4	$70.2M	Hold	664,287	–	–	1.87%	21
2017 Q3	$73.7M	Hold	664,287	–	–	2.1%	19
2017 Q2	$78M	Hold	664,287	–	–	2.23%	13
2017 Q1	$75M	Hold	664,287	–	–	2.19%	17
2016 Q4	$60.8M	Hold	664,287	–	–	2.08%	19
2016 Q3	$64.6M	Hold	664,287	–	–	2.3%	19
2016 Q2	$67.6M	Hold	664,287	–	–	2.88%	17
2016 Q1	$65.2M	Hold	664,287	–	–	2.78%	15
2015 Q4	$58.4M	Hold	664,287	–	–	2%	19
2015 Q3	$52.7M	Hold	664,287	–	–	2%	21
2015 Q2	$53.3M	Hold	664,287	–	–	1.86%	23
2015 Q1	$50M	Hold	664,287	–	–	1.7%	24
2014 Q4	$54.1M	Hold	664,287	–	–	1.66%	24
2014 Q3	$55.4M	Sell	664,287 -19,988	-3%	-$1.69M	1.75%	23
2014 Q2	$57.7M	Sell	684,275 -222,425	-25%	-$19.1M	1.82%	23
2014 Q1	$70.8M	Hold	906,700	–	–	2.29%	20
2013 Q4	$79M	Buy	906,700 +146,700	+19%	+$12.8M	2.39%	19
2013 Q3	$65.8M	Sell	760,000 -20,767	-3%	-$1.82M	2.38%	19
2013 Q2	$67.6M	Buy	+780,767	New	+$72.5M	2.71%	18

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Employees Provident Fund Board's PM Position: Q4 2018 in Review

Employees Provident Fund Board sold out of Philip Morris (PM) in Q4 2018, closing a stake of 525,255 shares — an estimated $42.8M sold.

Employees Provident Fund Board first reported a position in PM in Q2 2013 and held it in 22 quarters. The position peaked at $79M in Q4 2013. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Employees Provident Fund Board reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Employees Provident Fund Board sold 525,255 Philip Morris shares in Q4 2018, an estimated $42.8M.
Employees Provident Fund Board first reported a position in Philip Morris in Q2 2013 and held it in 22 quarters.
Employees Provident Fund Board's Philip Morris position peaked at $79M in Q4 2013.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Employees Provident Fund Board's 13F filing for Q4 2018, filed 18 Mar 2026.