KB Financial Partners’s Philip Morris PM Stock Holding History

KB Financial Partners’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
2023 Q3	$78K	Buy	840 +193	+30%	+$18.6K	0.02%	216
2023 Q2	$63K	Buy	647 +421	+186%	+$40.2K	0.02%	239
2023 Q1	$22K	Sell	226 -2	-0.9%	-$199	0.01%	347
2022 Q4	$23K	Sell	228 -15	-6%	-$1.42K	0.01%	339
2022 Q3	$20K	Hold	243	–	–	0.01%	333
2022 Q2	$24K	Hold	243	–	–	0.01%	319
2022 Q1	$23K	Hold	243	–	–	0.01%	341
2021 Q4	$23K	Buy	+243	New	+$22.7K	0.01%	359
2021 Q3	–	Sell	-243	Closed	-$24K	–	464
2021 Q2	$24K	Hold	243	–	–	0.01%	333
2021 Q1	$22K	Buy	+243	New	+$20.6K	0.01%	351

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

KB Financial Partners's PM Position: Q3 2023 in Review

KB Financial Partners increased its Philip Morris (PM) stake by 30% in Q3 2023, buying an estimated $18.6K and bringing the position to 840 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #216.

KB Financial Partners first reported a position in PM in Q1 2021 and has held it in 10 quarters since. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

KB Financial Partners held 840 shares of Philip Morris worth $78K as of Q3 2023.
KB Financial Partners bought 193 Philip Morris shares in Q3 2023, an estimated $18.6K.
Philip Morris made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #216 holding.
KB Financial Partners first reported a position in Philip Morris in Q1 2021 and has held it in 10 quarters since.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.