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GYL Financial Synergies’s Philip Morris PM Stock Holding History

GYL Financial Synergies’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 		$18M Sell
148,558
-795
-0.5% -$92.4K 1.36% 14
2024
Q2 		$15.1M Buy
149,353
+7,909
+6% +$773K 1.17% 18
2024
Q1 		$13M Buy
141,444
+1,443
+1% +$133K 1.02% 21
2023
Q4 		$13.2M Sell
140,001
-3,184
-2% -$293K 1.09% 18
2023
Q3 		$13.3M Sell
143,185
-951
-0.7% -$91.5K 1.29% 15
2023
Q2 		$14.1M Buy
144,136
+2,735
+2% +$261K 1.28% 15
2023
Q1 		$13.8M Buy
+141,401
New +$14.1M 1.65% 11
2021
Q3 		– Sell
-2,181
Closed -$216K – 193
2021
Q2 		$216K Buy
+2,181
New +$209K 0.11% 173
2021
Q1 		– Sell
-2,495
Closed -$207K – 184
2020
Q4 		$207K Buy
+2,495
New +$194K 0.12% 163
2020
Q2 		– Sell
-3,054
Closed -$223K – 162
2020
Q1 		$223K Sell
3,054
-240
-7% -$19.8K 0.14% 128
2019
Q4 		$280K Buy
3,294
+132
+4% +$10.9K 0.12% 140
2019
Q3 		$240K Hold
3,162
– – 0.12% 152
2019
Q2 		$248K Sell
3,162
-100
-3% -$8.26K 0.13% 137
2019
Q1 		$288K Sell
3,262
-354
-10% -$28.5K 0.16% 112
2018
Q4 		$241K Buy
+3,616
New +$302K 0.18% 114

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GYL Financial Synergies's PM Position: Q3 2024 in Review

GYL Financial Synergies reduced its Philip Morris (PM) stake by 0.53% in Q3 2024, selling an estimated $92.4K and leaving 148,558 shares worth $18M. The position accounts for 1.36% of the portfolio, ranked #14.

GYL Financial Synergies first reported a position in PM in Q4 2018 and has held it in 15 quarters since. 2,348 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • GYL Financial Synergies held 148,558 shares of Philip Morris worth $18M as of Q3 2024.
  • GYL Financial Synergies sold 795 Philip Morris shares in Q3 2024, an estimated $92.4K.
  • Philip Morris made up 1.36% of GYL Financial Synergies's portfolio in Q3 2024, its #14 holding.
  • GYL Financial Synergies first reported a position in Philip Morris in Q4 2018 and has held it in 15 quarters since.
  • 2,348 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.