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Little House Capital’s Philip Morris PM Stock Holding History

Little House Capital’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
2019
Q2 		– Sell
-10,332
Closed -$925K – 228
2019
Q1 		$925K Buy
10,332
+1,815
+21% +$146K 0.69% 56
2018
Q4 		$573K Buy
+8,517
New +$711K 0.55% 65

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Little House Capital's PM Position: Q2 2019 in Review

Little House Capital sold out of Philip Morris (PM) in Q2 2019, closing a stake of 10,332 shares — an estimated $925K sold.

Little House Capital first reported a position in PM in Q4 2018 and held it in 2 quarters. The position peaked at $925K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • Little House Capital reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 10,332 Philip Morris shares in Q2 2019, an estimated $925K.
  • Little House Capital first reported a position in Philip Morris in Q4 2018 and held it in 2 quarters.
  • Little House Capital's Philip Morris position peaked at $925K in Q1 2019.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.