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SpiderRock Advisors’s Philip Morris PM Stock Holding History

SpiderRock Advisors’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 		– Hold
0
– -$24K – 1109
2017
Q1 		– Hold
0
– – – 602

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SpiderRock Advisors's PM Position: Q3 2024 in Review

SpiderRock Advisors reduced its Philip Morris (PM) stake by 3.7% in Q3 2024, selling an estimated $217K and leaving 48,606 shares worth $5.9M. The position accounts for 0.09% of the portfolio, ranked #154.

SpiderRock Advisors first reported a position in PM in Q1 2024 and has held it in 3 quarters since. The position peaked at $7.93M in Q1 2024. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • SpiderRock Advisors held 48,606 shares of Philip Morris worth $5.9M as of Q3 2024.
  • SpiderRock Advisors sold 1,865 Philip Morris shares in Q3 2024, an estimated $217K.
  • Philip Morris made up 0.09% of SpiderRock Advisors's portfolio in Q3 2024, its #154 holding.
  • SpiderRock Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Philip Morris position peaked at $7.93M in Q1 2024.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.