Miramar Capital’s Philip Morris PM Stock Holding History

Miramar 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
2023 Q4	–	Sell	-2,636	Closed	-$244K	–	66
2023 Q3	$244K	Sell	2,636 -1,500	-36%	-$144K	0.07%	53
2023 Q2	$404K	Buy	+4,136	New	+$395K	0.1%	47
2020 Q1	–	Sell	-3,518	Closed	-$294K	–	49
2019 Q4	$294K	Sell	3,518 -509	-13%	-$42K	0.18%	43
2019 Q3	$329K	Sell	4,027 -950	-19%	-$75.3K	0.22%	42
2019 Q2	$426K	Buy	4,977 +268	+6%	+$22.1K	0.3%	39
2019 Q1	$416K	Hold	4,709	–	–	0.32%	37
2018 Q4	$380K	Buy	+4,709	New	+$393K	0.3%	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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miramar Capital's PM Position: Q4 2023 in Review

Miramar Capital sold out of Philip Morris (PM) in Q4 2023, closing a stake of 2,636 shares — an estimated $244K sold.

Miramar Capital first reported a position in PM in Q4 2018 and held it in 7 quarters. The position peaked at $426K in Q2 2019. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

Miramar Capital reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
Miramar Capital sold 2,636 Philip Morris shares in Q4 2023, an estimated $244K.
Miramar Capital first reported a position in Philip Morris in Q4 2018 and held it in 7 quarters.
Miramar Capital's Philip Morris position peaked at $426K in Q2 2019.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Miramar Capital's 13F filing for Q4 2023, filed 9 Feb 2024.