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Migdal Insurance & Financial Holdings’s Philip Morris PM Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q3 		– Sell
-1,772
Closed -$175K – 589
2022
Q2 		$175K Buy
1,772
+249
+16% +$25.4K ﹤0.01% 245
2022
Q1 		$143K Buy
1,523
+186
+14% +$18.6K ﹤0.01% 306
2021
Q4 		$126K Sell
1,337
-324
-20% -$30.3K ﹤0.01% 335
2021
Q3 		$157K Buy
1,661
+186
+13% +$18.7K ﹤0.01% 310
2021
Q2 		$146K Buy
1,475
+218
+17% +$20.9K ﹤0.01% 353
2021
Q1 		$112K Buy
1,257
+64
+5% +$5.43K ﹤0.01% 440
2020
Q4 		$99K Sell
1,193
-109
-8% -$8.48K ﹤0.01% 395
2020
Q3 		$98K Sell
1,302
-368
-22% -$28.4K ﹤0.01% 473
2020
Q2 		$117K Sell
1,670
-10
-0.6% -$729 ﹤0.01% 401
2020
Q1 		$123K Sell
1,680
-1,646
-49% -$135K ﹤0.01% 360
2019
Q4 		$283K Buy
3,326
+215
+7% +$17.7K 0.01% 360
2019
Q3 		$236K Buy
3,111
+363
+13% +$28.8K ﹤0.01% 443
2019
Q2 		$216K Buy
2,748
+724
+36% +$59.8K 0.01% 461
2019
Q1 		$179K Buy
2,024
+1,587
+363% +$128K ﹤0.01% 415
2018
Q4 		$29K Sell
437
-60
-12% -$5.01K ﹤0.01% 608
2018
Q3 		$41K Sell
497
-87
-15% -$7.14K ﹤0.01% 708
2018
Q2 		$47K Sell
584
-142
-20% -$12.1K ﹤0.01% 652
2018
Q1 		$72K Buy
726
+258
+55% +$26.9K ﹤0.01% 424
2017
Q4 		$49K Sell
468
-11
-2% -$1.17K ﹤0.01% 415
2017
Q3 		$53K Sell
479
-139
-22% -$16.2K ﹤0.01% 442
2017
Q2 		$72K Sell
618
-764
-55% -$88.5K ﹤0.01% 371
2017
Q1 		$157K Buy
1,382
+217
+19% +$22.4K ﹤0.01% 333
2016
Q4 		$106K Buy
+1,165
New +$108K ﹤0.01% 309

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Migdal Insurance & Financial Holdings's PM Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Philip Morris (PM) in Q3 2022, closing a stake of 1,772 shares — an estimated $175K sold.

Migdal Insurance & Financial Holdings first reported a position in PM in Q4 2016 and held it in 23 quarters. The position peaked at $283K in Q4 2019. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,772 Philip Morris shares in Q3 2022, an estimated $175K.
  • Migdal Insurance & Financial Holdings first reported a position in Philip Morris in Q4 2016 and held it in 23 quarters.
  • Migdal Insurance & Financial Holdings's Philip Morris position peaked at $283K in Q4 2019.
  • 1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.