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SPX Gestao de Recursos’s Philip Morris PM Stock Holding History

SPX Gestao de Recursos’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
Q4 		– Sell
-127,000
Closed -$11.8M – 99
2023
Q3 		$11.8M Buy
+127,000
New +$12.2M 0.62% 36

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPX Gestao de Recursos's PM Position: Q4 2023 in Review

SPX Gestao de Recursos sold out of Philip Morris (PM) in Q4 2023, closing a stake of 127,000 shares — an estimated $11.8M sold.

SPX Gestao de Recursos first reported a position in PM in Q3 2023 and held it in 1 quarter. The position peaked at $11.8M in Q3 2023. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

  • SPX Gestao de Recursos reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
  • SPX Gestao de Recursos sold 127,000 Philip Morris shares in Q4 2023, an estimated $11.8M.
  • SPX Gestao de Recursos first reported a position in Philip Morris in Q3 2023 and held it in 1 quarter.
  • SPX Gestao de Recursos's Philip Morris position peaked at $11.8M in Q3 2023.
  • 2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on SPX Gestao de Recursos's 13F filing for Q4 2023, filed 12 Feb 2024.