Howard Capital Management (New York)’s Philip Morris PM Stock Holding History

Howard Capital Management (New York)’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 Q4	$2.32M	Buy	28,068 +38	+0.1%	+$2.96K	0.26%	41
2020 Q3	$2.1M	Hold	28,030	–	–	0.27%	41
2020 Q2	$1.96M	Sell	28,030 -10	-0%	-$729	0.26%	45
2020 Q1	$2.05M	Hold	28,040	–	–	0.35%	42
2019 Q4	$2.39M	Hold	28,040	–	–	0.3%	48
2019 Q3	$2.13M	Sell	28,040 -10	-0%	-$792	0.3%	47
2019 Q2	$2.2M	Hold	28,050	–	–	0.3%	49
2019 Q1	$2.48M	Hold	28,050	–	–	0.35%	48
2018 Q4	$1.87M	Sell	28,050 -231	-0.8%	-$19.3K	0.31%	52
2018 Q3	$2.31M	Sell	28,281 -1,000	-3%	-$82.1K	0.31%	52
2018 Q2	$2.36M	Sell	29,281 -20	-0.1%	-$1.7K	0.34%	48
2018 Q1	$2.91M	Sell	29,301 -726	-2%	-$75.6K	0.42%	47
2017 Q4	$3.17M	Hold	30,027	–	–	0.47%	46
2017 Q3	$3.33M	Sell	30,027 -703	-2%	-$81.8K	0.51%	46
2017 Q2	$3.61M	Sell	30,730 -34	-0.1%	-$3.94K	0.57%	47
2017 Q1	$3.47M	Sell	30,764 -16	-0.1%	-$1.65K	0.58%	44
2016 Q4	$2.82M	Sell	30,780 -625	-2%	-$57.9K	0.5%	45
2016 Q3	$3.05M	Buy	31,405 +625	+2%	+$62.6K	0.55%	45
2016 Q2	$3.13M	Hold	30,780	–	–	0.6%	44
2016 Q1	$3.02M	Hold	30,780	–	–	0.59%	44
2015 Q4	$2.71M	Sell	30,780 -1,403	-4%	-$122K	0.53%	46
2015 Q3	$2.55M	Hold	32,183	–	–	0.52%	47
2015 Q2	$2.58M	Hold	32,183	–	–	0.49%	49
2015 Q1	$2.42M	Hold	32,183	–	–	0.47%	49
2014 Q4	$2.62M	Hold	32,183	–	–	0.5%	47
2014 Q3	$2.68M	Sell	32,183 -114	-0.4%	-$9.64K	0.54%	45
2014 Q2	$2.72M	Sell	32,297 -709	-2%	-$61K	0.54%	47
2014 Q1	$2.7M	Buy	33,006 +845	+3%	+$68.3K	0.53%	47
2013 Q4	$2.8M	Buy	32,161 +5,166	+19%	+$451K	0.58%	43
2013 Q3	$2.34M	Hold	26,995	–	–	0.57%	46
2013 Q2	$2.34M	Buy	+26,995	New	+$2.51M	0.61%	45

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Howard Capital Management (New York)'s PM Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Philip Morris (PM) stake by 0.14% in Q4 2020, buying an estimated $2.96K and bringing the position to 28,068 shares worth $2.32M. The position accounts for 0.26% of the portfolio, ranked #41.

Howard Capital Management (New York) first reported a position in PM in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.61M in Q2 2017. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

Howard Capital Management (New York) held 28,068 shares of Philip Morris worth $2.32M as of Q4 2020.
Howard Capital Management (New York) bought 38 Philip Morris shares in Q4 2020, an estimated $2.96K.
Philip Morris made up 0.26% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #41 holding.
Howard Capital Management (New York) first reported a position in Philip Morris in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s Philip Morris position peaked at $3.61M in Q2 2017.
1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.