Oracle Alpha’s Philip Morris PM Stock Holding History

Oracle Alpha’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	-2,693	Closed	-$253K	–	246
2023 Q4	$253K	Buy	+2,693	New	+$248K	0.33%	136

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

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

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

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

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

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

Oracle Alpha's PM Position: Q1 2024 in Review

Oracle Alpha sold out of Philip Morris (PM) in Q1 2024, closing a stake of 2,693 shares — an estimated $253K sold.

Oracle Alpha first reported a position in PM in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Oracle Alpha reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
Oracle Alpha sold 2,693 Philip Morris shares in Q1 2024, an estimated $253K.
Oracle Alpha first reported a position in Philip Morris in Q4 2023 and held it in 1 quarter.
Oracle Alpha's Philip Morris position peaked at $253K in Q4 2023.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.