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Kaizen Advisory’s Philip Morris PM Stock Holding History

Kaizen Advisory’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
2018
Q4 		$284K Buy
4,255
+570
+15% +$47.6K 0.2% 141
2018
Q3 		$300K Hold
3,685
– – 0.16% 143
2018
Q2 		$298K Buy
3,685
+2,190
+146% +$186K 0.15% 134
2018
Q1 		$149K Hold
1,495
– – 0.15% 109
2017
Q4 		$158K Buy
+1,495
New +$159K 0.09% 124

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Advisory's PM Position: Q4 2018 in Review

Kaizen Advisory increased its Philip Morris (PM) stake by 15% in Q4 2018, buying an estimated $47.6K and bringing the position to 4,255 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #141.

Kaizen Advisory first reported a position in PM in Q4 2017 and has held it in 5 quarters since. The position peaked at $300K in Q3 2018. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

  • Kaizen Advisory held 4,255 shares of Philip Morris worth $284K as of Q4 2018.
  • Kaizen Advisory bought 570 Philip Morris shares in Q4 2018, an estimated $47.6K.
  • Philip Morris made up 0.2% of Kaizen Advisory's portfolio in Q4 2018, its #141 holding.
  • Kaizen Advisory first reported a position in Philip Morris in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Philip Morris position peaked at $300K in Q3 2018.
  • 1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.