Great Diamond Partners’s Philip Morris PM Stock Holding History

Great Diamond Partners’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	-737	Closed	-$62K	–	468
2019 Q4	$62K	Buy	+737	New	+$60.7K	0.02%	272

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Great Diamond Partners's PM Position: Q1 2020 in Review

Great Diamond Partners sold out of Philip Morris (PM) in Q1 2020, closing a stake of 737 shares — an estimated $62K sold.

Great Diamond Partners first reported a position in PM in Q4 2019 and held it in 1 quarter. The position peaked at $62K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

Great Diamond Partners reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 737 Philip Morris shares in Q1 2020, an estimated $62K.
Great Diamond Partners first reported a position in Philip Morris in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Philip Morris position peaked at $62K in Q4 2019.
1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.