Jupiter Investment Management’s Philip Morris PM Stock Holding History

Jupiter 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
2020 Q2	$4.64M	Buy	66,281 +39,240	+145%	+$2.86M	0.07%	198
2020 Q1	$1.97M	Buy	27,041 +18,306	+210%	+$1.51M	0.04%	209
2019 Q4	$743K	Sell	8,735 -475,876	-98%	-$39.2M	0.01%	336
2019 Q3	$36.8M	Sell	484,611 -223,304	-32%	-$17.7M	0.47%	68
2019 Q2	$55.6M	Buy	707,915 +656,525	+1,278%	+$54.2M	0.57%	62
2019 Q1	$4.54M	Buy	51,390 +36,707	+250%	+$2.96M	0.04%	188
2018 Q4	$980K	Buy	+14,683	New	+$1.23M	0.01%	237
2018 Q1	–	Sell	-480,609	Closed	-$50.8M	–	426
2017 Q4	$50.8M	Buy	480,609 +466,709	+3,358%	+$49.7M	0.47%	67
2017 Q3	$1.54M	Sell	13,900 -308,095	-96%	-$35.9M	0.02%	202
2017 Q2	$37.8M	Sell	321,995 -143,660	-31%	-$16.6M	0.46%	69
2017 Q1	$52.6M	Buy	465,655 +256,500	+123%	+$26.5M	0.74%	46
2016 Q4	$19.1M	Sell	209,155 -338,661	-62%	-$31.4M	0.33%	83
2016 Q3	$53.3M	Sell	547,816 -81,666	-13%	-$8.18M	0.92%	37
2016 Q2	$64M	Buy	629,482 +77,460	+14%	+$7.73M	1.2%	21
2016 Q1	$54.2M	Buy	552,022 +98,429	+22%	+$9.03M	1.11%	17
2015 Q4	$39.9M	Buy	453,593 +261,905	+137%	+$22.7M	1.06%	28
2015 Q3	$15.2M	Sell	191,688 -8,184	-4%	-$674K	0.43%	74
2015 Q2	$16M	Buy	+199,872	New	+$16.4M	0.47%	70
2014 Q3	–	Sell	-29,300	Closed	-$2.47M	–	385
2014 Q2	$2.47M	Buy	+29,300	New	+$2.52M	0.14%	146
2014 Q1	–	Sell	-12,200	Closed	-$1.06M	–	398
2013 Q4	$1.06M	Buy	+12,200	New	+$1.07M	0.09%	223
2013 Q3	–	Sell	-33,745	Closed	-$2.92M	–	317
2013 Q2	$2.92M	Buy	+33,745	New	+$3.14M	0.35%	116

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Jupiter Investment Management's PM Position: Q2 2020 in Review

Jupiter Investment Management increased its Philip Morris (PM) stake by 145% in Q2 2020, buying an estimated $2.86M and bringing the position to 66,281 shares worth $4.64M. The position accounts for 0.07% of the portfolio, ranked #198.

Jupiter Investment Management first reported a position in PM in Q2 2013 and has held it in 21 quarters since. The position peaked at $64M in Q2 2016. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

Jupiter Investment Management held 66,281 shares of Philip Morris worth $4.64M as of Q2 2020.
Jupiter Investment Management bought 39,240 Philip Morris shares in Q2 2020, an estimated $2.86M.
Philip Morris made up 0.07% of Jupiter Investment Management's portfolio in Q2 2020, its #198 holding.
Jupiter Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 21 quarters since.
Jupiter Investment Management's Philip Morris position peaked at $64M in Q2 2016.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.