Kalos Management’s Philip Morris PM Stock Holding History

Kalos 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
2022 Q1	–	Sell	-2,481	Closed	-$231K	–	274
2021 Q4	$231K	Buy	2,481 +204	+9%	+$19.1K	0.06%	252
2021 Q3	$212K	Buy	+2,277	New	+$229K	0.06%	255
2021 Q2	–	Sell	-2,373	Closed	-$226K	–	294
2021 Q1	$226K	Buy	+2,373	New	+$202K	0.07%	256
2015 Q4	–	Hold	0	–	–	–	251

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 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kalos Management's PM Position: Q1 2022 in Review

Kalos Management sold out of Philip Morris (PM) in Q1 2022, closing a stake of 2,481 shares — an estimated $231K sold.

Kalos Management first reported a position in PM in Q1 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

Kalos Management reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
Kalos Management sold 2,481 Philip Morris shares in Q1 2022, an estimated $231K.
Kalos Management first reported a position in Philip Morris in Q1 2021 and held it in 3 quarters.
Kalos Management's Philip Morris position peaked at $231K in Q4 2021.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.