Sierra Capital’s Philip Morris PM Stock Holding History

Sierra 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
2023 Q1	–	Sell	-148	Closed	-$15K	–	462
2022 Q4	$15K	Hold	148	–	–	﹤0.01%	323
2022 Q3	$12K	Sell	148 -1,056	-88%	-$101K	﹤0.01%	357
2022 Q2	$119K	Hold	1,204	–	–	0.02%	252
2022 Q1	$113K	Sell	1,204 -64	-5%	-$6.4K	0.02%	269
2021 Q4	$120K	Buy	1,268 +113	+10%	+$10.6K	0.02%	282
2021 Q3	$109K	Hold	1,155	–	–	0.02%	263
2021 Q2	$114K	Hold	1,155	–	–	0.02%	235
2021 Q1	$102K	Buy	+1,155	New	+$98.1K	0.02%	243

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sierra Capital's PM Position: Q1 2023 in Review

Sierra Capital sold out of Philip Morris (PM) in Q1 2023, closing a stake of 148 shares — an estimated $15K sold.

Sierra Capital first reported a position in PM in Q1 2021 and held it in 8 quarters. The position peaked at $120K in Q4 2021. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Sierra Capital reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 148 Philip Morris shares in Q1 2023, an estimated $15K.
Sierra Capital first reported a position in Philip Morris in Q1 2021 and held it in 8 quarters.
Sierra Capital's Philip Morris position peaked at $120K in Q4 2021.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.