Resource Management’s Philip Morris PM Stock Holding History

Resource Management’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	$363K	Hold	3,824	–	–	0.04%	133
2021 Q3	$362K	Buy	3,824 +250	+7%	+$25.1K	0.04%	130
2021 Q2	$354K	Buy	3,574 +163	+5%	+$15.6K	0.04%	132
2021 Q1	$303K	Hold	3,411	–	–	0.04%	135
2020 Q4	$282K	Sell	3,411 -233	-6%	-$18.1K	0.04%	135
2020 Q3	$273K	Buy	3,644 +233	+7%	+$18K	0.04%	124
2020 Q2	$238K	Sell	3,411 -5	-0.1%	-$365	0.04%	126
2020 Q1	$249K	Hold	3,416	–	–	0.05%	113
2019 Q4	$291K	Sell	3,416 -600	-15%	-$49.5K	0.05%	122
2019 Q3	$304K	Sell	4,016 -64	-2%	-$5.07K	0.05%	112
2019 Q2	$320K	Buy	4,080 +100	+3%	+$8.26K	0.06%	110
2019 Q1	$352K	Sell	3,980 -518	-12%	-$41.7K	0.06%	103
2018 Q4	$300K	Buy	4,498 +86	+2%	+$7.18K	0.06%	99
2018 Q3	$360K	Sell	4,412 -595	-12%	-$48.8K	0.07%	95
2018 Q2	$404K	Sell	5,007 -573	-10%	-$48.6K	0.08%	79
2018 Q1	$555K	Hold	5,580	–	–	0.12%	68
2017 Q4	$575K	Buy	+5,580	New	+$595K	0.12%	70

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

Resource Management's PM Position: Q4 2021 in Review

Resource Management held its Philip Morris (PM) position steady in Q4 2021 at 3,824 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #133.

Resource Management first reported a position in PM in Q4 2017 and has held it in 17 quarters since. The position peaked at $575K in Q4 2017. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Resource Management held 3,824 shares of Philip Morris worth $363K as of Q4 2021.
Resource Management left its Philip Morris share count unchanged in Q4 2021.
Philip Morris made up 0.04% of Resource Management's portfolio in Q4 2021, its #133 holding.
Resource Management first reported a position in Philip Morris in Q4 2017 and has held it in 17 quarters since.
Resource Management's Philip Morris position peaked at $575K in Q4 2017.
1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.