Kula Investments’s Philip Morris PM Stock Holding History

Kula Investments’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 Q1	$1.93M	Buy	+19,804	New	+$1.97M	0.48%	19

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

Kula Investments's PM Position: Q1 2023 in Review

Kula Investments opened a new position in Philip Morris (PM) in Q1 2023: 19,804 shares worth $1.93M. The stake represents 0.48% of the portfolio and ranks #19 among its holdings.

2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Kula Investments held 19,804 shares of Philip Morris worth $1.93M as of Q1 2023.
Philip Morris was a new Kula Investments position in Q1 2023.
Philip Morris made up 0.48% of Kula Investments's portfolio in Q1 2023, its #19 holding.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.