Eudaimonia Advisors’s Philip Morris PM Stock Holding History

Eudaimonia 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
2024 Q1	$423K	Hold	4,622	–	–	0.23%	114
2023 Q4	$435K	Hold	4,622	–	–	0.28%	99
2023 Q3	$428K	Hold	4,622	–	–	0.3%	93
2023 Q2	$451K	Sell	4,622 -75	-2%	-$7.17K	0.3%	90
2023 Q1	$457K	Sell	4,697 -73	-2%	-$7.28K	0.31%	93
2022 Q4	$483K	Hold	4,770	–	–	0.33%	80
2022 Q3	$396K	Sell	4,770 -111	-2%	-$10.6K	0.27%	89
2022 Q2	$482K	Sell	4,881 -783	-14%	-$79.8K	0.33%	83
2022 Q1	$532K	Sell	5,664 -27	-0.5%	-$2.7K	0.31%	89
2021 Q4	$541K	Buy	+5,691	New	+$532K	0.32%	91

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Eudaimonia Advisors's PM Position: Q1 2024 in Review

Eudaimonia Advisors held its Philip Morris (PM) position steady in Q1 2024 at 4,622 shares worth $423K. The position accounts for 0.23% of the portfolio, ranked #114.

Eudaimonia Advisors first reported a position in PM in Q4 2021 and has held it in 10 quarters since. The position peaked at $541K in Q4 2021. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Eudaimonia Advisors held 4,622 shares of Philip Morris worth $423K as of Q1 2024.
Eudaimonia Advisors left its Philip Morris share count unchanged in Q1 2024.
Philip Morris made up 0.23% of Eudaimonia Advisors's portfolio in Q1 2024, its #114 holding.
Eudaimonia Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Philip Morris position peaked at $541K in Q4 2021.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.