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Gratus Capital’s Philip Morris PM Stock Holding History

Gratus Capital’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
2020
Q1 		– Sell
-1,000
Closed -$85K – 205
2019
Q4 		$85K Buy
+1,000
New +$82.4K 0.01% 187

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gratus Capital's PM Position: Q2 2024 in Review

Gratus Capital increased its Philip Morris (PM) stake by 177% in Q2 2024, buying an estimated $1.59M and bringing the position to 25,406 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #128.

Gratus Capital first reported a position in PM in Q4 2014 and has held it in 39 quarters since. The position peaked at $4.72M in Q4 2014. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

  • Gratus Capital held 25,406 shares of Philip Morris worth $2.57M as of Q2 2024.
  • Gratus Capital bought 16,226 Philip Morris shares in Q2 2024, an estimated $1.59M.
  • Philip Morris made up 0.1% of Gratus Capital's portfolio in Q2 2024, its #128 holding.
  • Gratus Capital first reported a position in Philip Morris in Q4 2014 and has held it in 39 quarters since.
  • Gratus Capital's Philip Morris position peaked at $4.72M in Q4 2014.
  • 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.