Epstein & White Financial’s Philip Morris PM Stock Holding History

Epstein & White Financial’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 Q2	$200K	Buy	+2,017	New	+$194K	0.05%	91
2019 Q3	–	Sell	-3,962	Closed	-$309K	–	79
2019 Q2	$309K	Sell	3,962 -943	-19%	-$77.9K	0.16%	62
2019 Q1	$439K	Sell	4,905 -599	-11%	-$48.2K	0.25%	44
2018 Q4	$366K	Buy	5,504 +118	+2%	+$9.86K	0.23%	39
2018 Q3	$435K	Sell	5,386 -2,513	-32%	-$206K	0.29%	38
2018 Q2	$627K	Buy	7,899 +1,087	+16%	+$92.2K	0.47%	32
2018 Q1	$671K	Sell	6,812 -200	-3%	-$20.8K	0.43%	33
2017 Q4	$721K	Buy	+7,012	New	+$747K	0.42%	36

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

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

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

Epstein & White Financial's PM Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Philip Morris (PM) in Q2 2021: 2,017 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings. This is a return to the name: Epstein & White Financial previously reported a position in PM as recently as Q2 2019.

Epstein & White Financial first reported a position in PM in Q4 2017 and has held it in 8 quarters since. The position peaked at $721K in Q4 2017. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

Epstein & White Financial held 2,017 shares of Philip Morris worth $200K as of Q2 2021.
Philip Morris was a new Epstein & White Financial position in Q2 2021.
Philip Morris made up 0.05% of Epstein & White Financial's portfolio in Q2 2021, its #91 holding.
Epstein & White Financial first reported a position in Philip Morris in Q4 2017 and has held it in 8 quarters since.
Epstein & White Financial's Philip Morris position peaked at $721K in Q4 2017.
1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.