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Meitav Investment House’s Philip Morris PM Stock Holding History

Meitav Investment House’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 		– Sell
-114
Closed -$11.3K – 471
2023
Q2 		$11.3K Buy
+114
New +$10.9K ﹤0.01% 530
2021
Q1 		– Sell
-2,714
Closed -$221K – 453
2020
Q4 		$221K Sell
2,714
-1,498
-36% -$117K 0.01% 385
2020
Q3 		$313K Buy
+4,212
New +$325K 0.02% 325
2019
Q3 		– Sell
-4,754
Closed -$370K – 472
2019
Q2 		$370K Buy
+4,754
New +$393K 0.02% 298
2018
Q1 		– Sell
-11,094
Closed -$1.16M – 362
2017
Q4 		$1.16M Buy
+11,094
New +$1.18M 0.07% 121

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meitav Investment House's PM Position: Q3 2023 in Review

Meitav Investment House sold out of Philip Morris (PM) in Q3 2023, closing a stake of 114 shares — an estimated $11.3K sold.

Meitav Investment House first reported a position in PM in Q4 2017 and held it in 5 quarters. The position peaked at $1.16M in Q4 2017. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • Meitav Investment House reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 114 Philip Morris shares in Q3 2023, an estimated $11.3K.
  • Meitav Investment House first reported a position in Philip Morris in Q4 2017 and held it in 5 quarters.
  • Meitav Investment House's Philip Morris position peaked at $1.16M in Q4 2017.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.