Northwest & Ethical Investments’s Philip Morris PM Stock Holding History

Northwest & Ethical Investments’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
2020 Q4	–	Sell	-40,726	Closed	-$3.05M	–	416
2020 Q3	$3.05M	Sell	40,726 -9,380	-19%	-$724K	0.13%	185
2020 Q2	$3.51M	Buy	50,106 +1,350	+3%	+$98.4K	0.17%	164
2020 Q1	$3.56M	Buy	48,756 +5,670	+13%	+$467K	0.21%	137
2019 Q4	$3.67M	Buy	43,086 +4,290	+11%	+$354K	0.17%	169
2019 Q3	$2.95M	Buy	38,796 +8,406	+28%	+$666K	0.14%	191
2019 Q2	$2.39M	Sell	30,390 -15,021	-33%	-$1.24M	0.12%	225
2019 Q1	$4.01M	Buy	45,411 +3,609	+9%	+$291K	0.21%	151
2018 Q4	$2.79M	Buy	41,802 +9,012	+27%	+$753K	0.17%	175
2018 Q3	$2.67M	Hold	32,790	–	–	0.17%	179
2018 Q2	$2.65M	Buy	32,790 +396	+1%	+$33.6K	0.18%	176
2018 Q1	$3.22M	Hold	32,394	–	–	0.22%	151
2017 Q4	$3.42M	Buy	32,394 +2,784	+9%	+$297K	0.22%	138
2017 Q3	$3.29M	Buy	29,610 +17,368	+142%	+$2.02M	0.2%	136
2017 Q2	$1.44M	Buy	+12,242	New	+$1.42M	0.1%	243
2016 Q4	–	Sell	-29,700	Closed	-$2.89M	–	397
2016 Q3	$2.89M	Buy	+29,700	New	+$2.98M	0.2%	116

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northwest & Ethical Investments's PM Position: Q4 2020 in Review

Northwest & Ethical Investments sold out of Philip Morris (PM) in Q4 2020, closing a stake of 40,726 shares — an estimated $3.05M sold.

Northwest & Ethical Investments first reported a position in PM in Q3 2016 and held it in 15 quarters. The position peaked at $4.01M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

Northwest & Ethical Investments reported no remaining Philip Morris position as of Q4 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 40,726 Philip Morris shares in Q4 2020, an estimated $3.05M.
Northwest & Ethical Investments first reported a position in Philip Morris in Q3 2016 and held it in 15 quarters.
Northwest & Ethical Investments's Philip Morris position peaked at $4.01M in Q1 2019.
1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Northwest & Ethical Investments's 13F filing for Q4 2020, filed 8 Jul 2025.