Sculptor Capital’s Philip Morris PM Stock Holding History

Sculptor Capital’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 Q2	–	Sell	-250,000	Closed	-$28.2M	–	373
2017 Q1	$28.2M	Buy	+250,000	New	+$25.8M	0.16%	91
2015 Q1	–	Sell	-430,000	Closed	-$35M	–	687
2014 Q4	$35M	Sell	430,000 -20,000	-4%	-$1.72M	0.09%	183
2014 Q3	$37.5M	Hold	450,000	–	–	0.11%	176
2014 Q2	$37.9M	Sell	450,000 -30,000	-6%	-$2.58M	0.11%	183
2014 Q1	$39.3M	Sell	480,000 -1,079,900	-69%	-$87.3M	0.13%	164
2013 Q4	$136M	Sell	1,559,900 -128,900	-8%	-$11.3M	0.35%	83
2013 Q3	$146M	Buy	1,688,800 +70,800	+4%	+$6.19M	0.42%	63
2013 Q2	$140M	Buy	+1,618,000	New	+$150M	0.44%	60

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Sculptor Capital's PM Position: Q1 2025 in Review

Sculptor Capital sold out of Philip Morris (PM) in Q1 2025, closing a stake of 60,000 shares — an estimated $7.22M sold.

Sculptor Capital first reported a position in PM in Q2 2013 and held it in 8 quarters. The position peaked at $23.6M in Q4 2013. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Sculptor Capital reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Sculptor Capital sold 60,000 Philip Morris shares in Q1 2025, an estimated $7.22M.
Sculptor Capital first reported a position in Philip Morris in Q2 2013 and held it in 8 quarters.
Sculptor Capital's Philip Morris position peaked at $23.6M in Q4 2013.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Sculptor Capital's 13F filing for Q1 2025, filed 15 May 2025.