Systematic Portfolios’s Philip Morris PM Stock Holding History

Systematic Portfolios’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
2024 Q1	–	Sell	-4,266	Closed	-$401K	–	174
2023 Q4	$401K	Buy	+4,266	New	+$393K	1.21%	5

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Systematic Portfolios's PM Position: Q1 2024 in Review

Systematic Portfolios sold out of Philip Morris (PM) in Q1 2024, closing a stake of 4,266 shares — an estimated $401K sold.

Systematic Portfolios first reported a position in PM in Q4 2023 and held it in 1 quarter. The position peaked at $401K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Systematic Portfolios reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
Systematic Portfolios sold 4,266 Philip Morris shares in Q1 2024, an estimated $401K.
Systematic Portfolios first reported a position in Philip Morris in Q4 2023 and held it in 1 quarter.
Systematic Portfolios's Philip Morris position peaked at $401K in Q4 2023.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.