GCIM
PM icon

Gunn & Company Investment Management’s Philip Morris PM Stock Holding History

Gunn & Company 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
2024
Q3 		– Sell
-4,082
Closed -$414K – 119
2024
Q2 		$414K Buy
+4,082
New +$399K 0.02% 102
2024
Q1 		– Sell
-4,115
Closed -$387K – 111
2023
Q4 		$387K Buy
+4,115
New +$379K 0.03% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gunn & Company Investment Management's PM Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Philip Morris (PM) in Q3 2024, closing a stake of 4,082 shares — an estimated $414K sold.

Gunn & Company Investment Management first reported a position in PM in Q4 2023 and held it in 2 quarters. The position peaked at $414K in Q2 2024. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 4,082 Philip Morris shares in Q3 2024, an estimated $414K.
  • Gunn & Company Investment Management first reported a position in Philip Morris in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Philip Morris position peaked at $414K in Q2 2024.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.