Shone Asset Management’s Philip Morris PM Stock Holding History

Shone Asset 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
2020 Q4	$2.77M	Buy	+33,979	New	+$2.65M	2.15%	14

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shone Asset Management's PM Position: Q4 2020 in Review

Shone Asset Management opened a new position in Philip Morris (PM) in Q4 2020: 33,979 shares worth $2.77M. The stake represents 2.15% of the portfolio and ranks #14 among its holdings.

1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

Shone Asset Management held 33,979 shares of Philip Morris worth $2.77M as of Q4 2020.
Philip Morris was a new Shone Asset Management position in Q4 2020.
Philip Morris made up 2.15% of Shone Asset Management's portfolio in Q4 2020, its #14 holding.
1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.