Enlightenment Research’s Philip Morris PM Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-3,200	Closed	-$316K	–	143
2022 Q2	$316K	Buy	+3,200	New	+$326K	0.68%	59
2021 Q3	–	Sell	-8,500	Closed	-$842K	–	188
2021 Q2	$842K	Buy	8,500 +5,700	+204%	+$547K	1.07%	26
2021 Q1	$248K	Buy	+2,800	New	+$238K	0.3%	99
2020 Q3	–	Sell	-3,900	Closed	-$273K	–	112
2020 Q2	$273K	Buy	+3,900	New	+$284K	0.65%	48
2019 Q3	–	Sell	-11,500	Closed	-$887K	–	243
2019 Q2	$887K	Buy	+11,500	New	+$950K	0.45%	54
2019 Q1	–	Sell	-11,600	Closed	-$774K	–	506
2018 Q4	$774K	Buy	+11,600	New	+$969K	0.96%	16

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Enlightenment Research's PM Position: Q3 2022 in Review

Enlightenment Research sold out of Philip Morris (PM) in Q3 2022, closing a stake of 3,200 shares — an estimated $316K sold.

Enlightenment Research first reported a position in PM in Q4 2018 and held it in 6 quarters. The position peaked at $887K in Q2 2019. 1,943 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Enlightenment Research reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 3,200 Philip Morris shares in Q3 2022, an estimated $316K.
Enlightenment Research first reported a position in Philip Morris in Q4 2018 and held it in 6 quarters.
Enlightenment Research's Philip Morris position peaked at $887K in Q2 2019.
1,943 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.