Jefferies Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$554K Sell
6,671
-3,329
-33% -$317K ﹤0.01% 1006
2022
Q2
$987K Buy
10,000
+6,600
+194% +$673K 0.01% 805
2022
Q1
$319K Buy
+3,400
New +$340K ﹤0.01% 1172
2021
Q4
Sell
-3,729
Closed -$353K 1918
2021
Q3
$353K Sell
3,729
-12,209
-77% -$1.23M ﹤0.01% 1338
2021
Q2
$1.58M Buy
+15,938
New +$1.53M 0.01% 830
2021
Q1
Sell
-8,548
Closed -$708K 1908
2020
Q4
$708K Buy
+8,548
New +$665K 0.01% 1038
2020
Q2
Sell
-7,846
Closed -$572K 1887
2020
Q1
$572K Sell
7,846
-110,128
-93% -$9.06M 0.01% 1264
2019
Q4
$10M Buy
117,974
+28,908
+32% +$2.38M 0.08% 224
2019
Q3
$6.76M Buy
89,066
+82,843
+1,331% +$6.56M 0.05% 370
2019
Q2
$489K Sell
6,223
-73,615
-92% -$6.08M ﹤0.01% 1680
2019
Q1
$7.06M Sell
79,838
-34,517
-30% -$2.78M 0.06% 306
2018
Q4
$7.63M Buy
114,355
+97,789
+590% +$8.17M 0.06% 257
2018
Q3
$1.35M Buy
16,566
+3,335
+25% +$274K 0.01% 1172
2018
Q2
$1.07M Sell
13,231
-88,998
-87% -$7.55M 0.01% 1219
2018
Q1
$10.2M Buy
102,229
+25,473
+33% +$2.65M 0.05% 258
2017
Q4
$8.11M Sell
76,756
-97,385
-56% -$10.4M 0.04% 373
2017
Q3
$19.3M Buy
174,141
+10,298
+6% +$1.2M 0.13% 132
2017
Q2
$19.2M Buy
163,843
+160,930
+5,525% +$18.6M 0.13% 133
2017
Q1
$329K Buy
2,913
+1,636
+128% +$169K ﹤0.01% 1779
2016
Q4
$117K Sell
1,277
-109,652
-99% -$10.2M ﹤0.01% 1999
2016
Q3
$10.8M Buy
110,929
+99,018
+831% +$9.92M 0.06% 292
2016
Q2
$1.21M Buy
11,911
+10,609
+815% +$1.06M 0.01% 1086
2016
Q1
$128K Sell
1,302
-7,371
-85% -$676K ﹤0.01% 1934
2015
Q4
$762K Buy
8,673
+5,510
+174% +$478K ﹤0.01% 1305
2015
Q3
$251K Sell
3,163
-3,056
-49% -$252K ﹤0.01% 1844
2015
Q2
$499K Sell
6,219
-34,245
-85% -$2.82M ﹤0.01% 1570
2015
Q1
$3.05M Sell
40,464
-16,150
-29% -$1.31M 0.02% 599
2014
Q4
$4.61M Buy
56,614
+34,716
+159% +$2.98M 0.03% 449
2014
Q3
$1.83M Buy
21,898
+7,817
+56% +$661K 0.01% 767
2014
Q2
$1.19M Buy
14,081
+515
+4% +$44.3K 0.01% 837
2014
Q1
$1.11M Buy
13,566
+11,033
+436% +$891K 0.01% 872
2013
Q4
$220K Buy
2,533
+1,765
+230% +$154K ﹤0.01% 1550
2013
Q3
$67K Sell
768
-8,429
-92% -$737K ﹤0.01% 1754
2013
Q2
$797K Buy
+9,197
New +$855K 0.01% 868

Other funds holding PM

Jefferies Group's PM Position: Q3 2022 in Review

Jefferies Group reduced its Philip Morris (PM) stake by 33% in Q3 2022, selling an estimated $317K and leaving 6,671 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Jefferies Group first reported a position in PM in Q2 2013 and has held it in 34 quarters since. The position peaked at $19.3M in Q3 2017. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

  • Jefferies Group held 6,671 shares of Philip Morris worth $554K as of Q3 2022.
  • Jefferies Group sold 3,329 Philip Morris shares in Q3 2022, an estimated $317K.
  • Philip Morris made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1006 holding.
  • Jefferies Group first reported a position in Philip Morris in Q2 2013 and has held it in 34 quarters since.
  • Jefferies Group's Philip Morris position peaked at $19.3M in Q3 2017.
  • 1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.