Sage Investment Advisers’s Philip Morris PM Stock Holding History

Sage Investment Advisers’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 Q3	$255K	Buy	+2,097	New	+$244K	0.27%	63

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

BlackRock New York $5.72T AUM 30.48% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sage Investment Advisers's PM Position: Q3 2024 in Review

Sage Investment Advisers opened a new position in Philip Morris (PM) in Q3 2024: 2,097 shares worth $255K. The stake represents 0.27% of the portfolio and ranks #63 among its holdings.

2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

Sage Investment Advisers held 2,097 shares of Philip Morris worth $255K as of Q3 2024.
Philip Morris was a new Sage Investment Advisers position in Q3 2024.
Philip Morris made up 0.27% of Sage Investment Advisers's portfolio in Q3 2024, its #63 holding.
2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.