Fosun International’s Philip Morris PM Stock Holding History

Fosun International’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
2023 Q1	–	Sell	-78,355	Closed	-$7.93M	–	71
2022 Q4	$7.93M	Hold	78,355	–	–	0.65%	11
2022 Q3	$6.5M	Sell	78,355 -3,294	-4%	-$314K	0.7%	18
2022 Q2	$8.06M	Sell	81,649 -18,300	-18%	-$1.87M	1.12%	18
2022 Q1	$9.39M	Buy	99,949 +1,037	+1%	+$104K	0.81%	22
2021 Q4	$9.38M	Buy	98,912 +6,457	+7%	+$604K	0.54%	32
2021 Q3	$8.83M	Buy	92,455 +61,535	+199%	+$6.19M	0.45%	35
2021 Q2	$3.03M	Sell	30,920 -1,300	-4%	-$125K	0.18%	81
2021 Q1	$2.88M	Buy	32,220 +2,220	+7%	+$189K	0.23%	73
2020 Q4	$2.46M	Buy	30,000 +2,690	+10%	+$209K	0.16%	83
2020 Q3	$2.03M	Hold	27,310	–	–	0.18%	72
2020 Q2	$1.93M	Hold	27,310	–	–	0.18%	60
2020 Q1	$1.98M	Sell	27,310 -1,690	-6%	-$139K	0.19%	56
2019 Q4	$2.5M	Buy	29,000 +17,500	+152%	+$1.44M	0.21%	61
2019 Q3	$864K	Hold	11,500	–	–	0.1%	118
2019 Q2	$896K	Hold	11,500	–	–	0.06%	179
2019 Q1	$1M	Buy	11,500 +3,500	+44%	+$282K	0.06%	156
2018 Q4	$533K	Sell	8,000 -27,000	-77%	-$2.26M	0.03%	212
2018 Q3	$2.85M	Buy	+35,000	New	+$2.87M	0.14%	70

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fosun International's PM Position: Q1 2023 in Review

Fosun International sold out of Philip Morris (PM) in Q1 2023, closing a stake of 78,355 shares — an estimated $7.93M sold.

Fosun International first reported a position in PM in Q3 2018 and held it in 18 quarters. The position peaked at $9.39M in Q1 2022. 2,046 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Fosun International reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Fosun International sold 78,355 Philip Morris shares in Q1 2023, an estimated $7.93M.
Fosun International first reported a position in Philip Morris in Q3 2018 and held it in 18 quarters.
Fosun International's Philip Morris position peaked at $9.39M in Q1 2022.
2,046 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Fosun International's 13F filing for Q1 2023, filed 28 Apr 2023.