GS Investments’s Philip Morris PM Stock Holding History

GS Investments’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 Q2	–	Sell	-113	Closed	-$11K	–	150
2023 Q1	$11K	Hold	113	–	–	0.01%	106
2022 Q4	$11.4K	Hold	113	–	–	0.01%	105
2022 Q3	$9K	Hold	113	–	–	0.01%	110
2022 Q2	$11K	Hold	113	–	–	0.01%	111
2022 Q1	$12K	Hold	113	–	–	0.01%	106
2021 Q4	$11K	Hold	113	–	–	0.01%	117
2021 Q3	$11K	Buy	+113	New	+$11.4K	0.01%	113
2021 Q1	–	Sell	-113	Closed	-$9K	–	105
2020 Q4	$9K	Buy	+113	New	+$8.8K	0.01%	102
2020 Q3	–	Sell	-113	Closed	-$7.92K	–	93
2020 Q2	$7.92K	Hold	113	–	–	0.01%	93
2020 Q1	$8.24K	Sell	113 -25	-18%	-$2.06K	0.01%	88
2019 Q4	$11.1K	Buy	138 +25	+22%	+$2.06K	0.01%	96
2019 Q3	$8.58K	Hold	113	–	–	0.01%	94
2019 Q2	$8.87K	Hold	113	–	–	0.01%	93
2019 Q1	$9.99K	Hold	113	–	–	0.01%	90
2018 Q4	$7.54K	Hold	113	–	–	0.01%	100
2018 Q3	$9.21K	Sell	113 -25	-18%	-$2.05K	0.01%	100
2018 Q2	$11.1K	Buy	138 +75	+119%	+$6.37K	0.01%	99
2018 Q1	$6.26K	Buy	+63	New	+$6.56K	﹤0.01%	99
2017 Q3	–	Sell	-63	Closed	-$7.4K	–	120
2017 Q2	$7.4K	Buy	+63	New	+$7.3K	0.01%	102

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

GS Investments's PM Position: Q2 2023 in Review

GS Investments sold out of Philip Morris (PM) in Q2 2023, closing a stake of 113 shares — an estimated $11K sold.

GS Investments first reported a position in PM in Q2 2017 and held it in 19 quarters. The position peaked at $12K in Q1 2022. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

GS Investments reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
GS Investments sold 113 Philip Morris shares in Q2 2023, an estimated $11K.
GS Investments first reported a position in Philip Morris in Q2 2017 and held it in 19 quarters.
GS Investments's Philip Morris position peaked at $12K in Q1 2022.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on GS Investments's 13F filing for Q2 2023, filed 4 Aug 2023.