Pantheon Investment Group’s Philip Morris PM Stock Holding History

Pantheon Investment 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
2021 Q4	$382K	Sell	4,010 -125	-3%	-$11.7K	0.3%	65
2021 Q3	$392K	Sell	4,135 -325	-7%	-$32.7K	0.34%	66
2021 Q2	$442K	Sell	4,460 -555	-11%	-$53.3K	0.37%	63
2021 Q1	$445K	Sell	5,015 -550	-10%	-$46.7K	0.43%	61
2020 Q4	$461K	Sell	5,565 -658	-11%	-$51.2K	0.5%	59
2020 Q3	$467K	Sell	6,223 -400	-6%	-$30.9K	0.56%	53
2020 Q2	$464K	Sell	6,623 -375	-5%	-$27.3K	0.58%	49
2020 Q1	$511K	Sell	6,998 -519	-7%	-$42.7K	0.77%	37
2019 Q4	$639K	Buy	+7,517	New	+$620K	0.6%	49

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 International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Pantheon Investment Group's PM Position: Q4 2021 in Review

Pantheon Investment Group reduced its Philip Morris (PM) stake by 3% in Q4 2021, selling an estimated $11.7K and leaving 4,010 shares worth $382K. The position accounts for 0.3% of the portfolio, ranked #65.

Pantheon Investment Group first reported a position in PM in Q4 2019 and has held it in 9 quarters since. The position peaked at $639K in Q4 2019. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Pantheon Investment Group held 4,010 shares of Philip Morris worth $382K as of Q4 2021.
Pantheon Investment Group sold 125 Philip Morris shares in Q4 2021, an estimated $11.7K.
Philip Morris made up 0.3% of Pantheon Investment Group's portfolio in Q4 2021, its #65 holding.
Pantheon Investment Group first reported a position in Philip Morris in Q4 2019 and has held it in 9 quarters since.
Pantheon Investment Group's Philip Morris position peaked at $639K in Q4 2019.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.