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Sadoff Investment Management’s Philip Morris PM Stock Holding History

Sadoff Investment 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
2017
Q4 		– Sell
-6,708
Closed -$745K – 90
2017
Q3 		$745K Buy
6,708
+450
+7% +$52.4K 0.07% 52
2017
Q2 		$735K Sell
6,258
-1,372
-18% -$159K 0.07% 47
2017
Q1 		$861K Buy
7,630
+572
+8% +$59K 0.08% 46
2016
Q4 		$646K Buy
7,058
+1,400
+25% +$130K 0.07% 49
2016
Q3 		$550K Buy
5,658
+158
+3% +$15.8K 0.06% 47
2016
Q2 		$559K Hold
5,500
– – 0.07% 46
2016
Q1 		$540K Hold
5,500
– – 0.07% 51
2015
Q4 		$484K Buy
5,500
+500
+10% +$43.4K 0.06% 50
2015
Q3 		$397K Buy
+5,000
New +$412K 0.05% 49
2013
Q4 		– Sell
-2,770
Closed -$240K – 63
2013
Q3 		$240K Buy
2,770
+350
+14% +$30.6K 0.04% 52
2013
Q2 		$210K Buy
+2,420
New +$225K 0.04% 45

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sadoff Investment Management's PM Position: Q4 2017 in Review

Sadoff Investment Management sold out of Philip Morris (PM) in Q4 2017, closing a stake of 6,708 shares — an estimated $745K sold.

Sadoff Investment Management first reported a position in PM in Q2 2013 and held it in 11 quarters. The position peaked at $861K in Q1 2017. 1,742 funds tracked by Wall St. Rank hold PM as of Q4 2017.

  • Sadoff Investment Management reported no remaining Philip Morris position as of Q4 2017 after selling out during the quarter.
  • Sadoff Investment Management sold 6,708 Philip Morris shares in Q4 2017, an estimated $745K.
  • Sadoff Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 11 quarters.
  • Sadoff Investment Management's Philip Morris position peaked at $861K in Q1 2017.
  • 1,742 funds tracked by Wall St. Rank held Philip Morris as of Q4 2017.

Based on Sadoff Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.