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Partners Capital Investment Group’s Philip Morris PM Stock Holding History

Partners Capital 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
2024
Q1 		– Sell
-3,809
Closed -$358K – 232
2023
Q4 		$358K Buy
+3,809
New +$351K 0.01% 201

Other funds holding PM

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Partners Capital Investment Group's PM Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Philip Morris (PM) in Q1 2024, closing a stake of 3,809 shares — an estimated $358K sold.

Partners Capital Investment Group first reported a position in PM in Q4 2023 and held it in 1 quarter. The position peaked at $358K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 3,809 Philip Morris shares in Q1 2024, an estimated $358K.
  • Partners Capital Investment Group first reported a position in Philip Morris in Q4 2023 and held it in 1 quarter.
  • Partners Capital Investment Group's Philip Morris position peaked at $358K in Q4 2023.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.