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O'Dell Group’s Philip Morris PM Stock Holding History

O'Dell Group’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
Q1 		– Sell
-867
Closed -$81.6K – 372
2023
Q4 		$81.6K Buy
+867
New +$79.9K 0.02% 160
2023
Q3 		– Sell
-663
Closed -$64.8K – 369
2023
Q2 		$64.8K Buy
+663
New +$63.3K 0.02% 168
2022
Q4 		– Sell
-598
Closed -$50K – 311
2022
Q3 		$50K Buy
598
+6
+1% +$572 0.02% 146
2022
Q2 		$58K Buy
592
+5
+0.9% +$510 0.02% 143
2022
Q1 		$55K Buy
587
+6
+1% +$600 0.02% 162
2021
Q4 		$55K Buy
581
+171
+42% +$16K 0.02% 158
2021
Q3 		$39K Buy
+410
New +$41.2K 0.01% 177

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Dell Group's PM Position: Q1 2024 in Review

O'Dell Group sold out of Philip Morris (PM) in Q1 2024, closing a stake of 867 shares — an estimated $81.6K sold.

O'Dell Group first reported a position in PM in Q3 2021 and held it in 7 quarters. The position peaked at $81.6K in Q4 2023. 2,154 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • O'Dell Group reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 867 Philip Morris shares in Q1 2024, an estimated $81.6K.
  • O'Dell Group first reported a position in Philip Morris in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Philip Morris position peaked at $81.6K in Q4 2023.
  • 2,154 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.