Meridiem Investment Management’s Philip Morris PM Stock Holding History

Meridiem Investment 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
2024 Q2	–	Sell	-1,600	Closed	-$147K	–	66
2024 Q1	$147K	Hold	1,600	–	–	﹤0.01%	47
2023 Q4	$151K	Hold	1,600	–	–	﹤0.01%	56
2023 Q3	$148K	Hold	1,600	–	–	﹤0.01%	46
2023 Q2	$156K	Hold	1,600	–	–	﹤0.01%	49
2023 Q1	$156K	Hold	1,600	–	–	﹤0.01%	51
2022 Q4	$162K	Hold	1,600	–	–	0.01%	51
2022 Q3	$133K	Hold	1,600	–	–	﹤0.01%	52
2022 Q2	$158K	Hold	1,600	–	–	﹤0.01%	52
2022 Q1	$150K	Hold	1,600	–	–	﹤0.01%	58
2021 Q4	$152K	Hold	1,600	–	–	﹤0.01%	57
2021 Q3	$152K	Hold	1,600	–	–	0.01%	56
2021 Q2	$159K	Hold	1,600	–	–	0.01%	57
2021 Q1	$142K	Sell	1,600 -2,900	-64%	-$246K	0.01%	59
2020 Q4	$372K	Buy	+4,500	New	+$350K	0.02%	39

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

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridiem Investment Management's PM Position: Q2 2024 in Review

Meridiem Investment Management sold out of Philip Morris (PM) in Q2 2024, closing a stake of 1,600 shares — an estimated $147K sold.

Meridiem Investment Management first reported a position in PM in Q4 2020 and held it in 14 quarters. The position peaked at $372K in Q4 2020. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Meridiem Investment Management reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Meridiem Investment Management sold 1,600 Philip Morris shares in Q2 2024, an estimated $147K.
Meridiem Investment Management first reported a position in Philip Morris in Q4 2020 and held it in 14 quarters.
Meridiem Investment Management's Philip Morris position peaked at $372K in Q4 2020.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Meridiem Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.