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Guardian Investment Management’s Philip Morris PM Stock Holding History

Guardian Investment Management’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
2021
Q3 		– Sell
-11,500
Closed -$1.2M – 59
2021
Q2 		$1.2M Hold
11,500
– – 0.82% 39
2021
Q1 		$1.02M Hold
11,500
– – 0.72% 41
2020
Q4 		$952K Hold
11,500
– – 0.72% 41
2020
Q3 		$862K Hold
11,500
– – 0.75% 39
2020
Q2 		$806K Hold
11,500
– – 0.73% 40
2020
Q1 		$839K Buy
+11,500
New +$946K 0.86% 39

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Capital Research Global Investors
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guardian Investment Management's PM Position: Q3 2021 in Review

Guardian Investment Management sold out of Philip Morris (PM) in Q3 2021, closing a stake of 11,500 shares — an estimated $1.2M sold.

Guardian Investment Management first reported a position in PM in Q1 2020 and held it in 6 quarters. The position peaked at $1.2M in Q2 2021. 1,848 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Guardian Investment Management reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Guardian Investment Management sold 11,500 Philip Morris shares in Q3 2021, an estimated $1.2M.
  • Guardian Investment Management first reported a position in Philip Morris in Q1 2020 and held it in 6 quarters.
  • Guardian Investment Management's Philip Morris position peaked at $1.2M in Q2 2021.
  • 1,848 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Guardian Investment Management's 13F filing for Q3 2021, filed 13 Oct 2021.