Formuepleje A/S’s Philip Morris PM Stock Holding History

Formuepleje A/S’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
2014 Q4	–	Sell	-28,799	Closed	-$2.4M	–	35
2014 Q3	$2.4M	Sell	28,799 -16,790	-37%	-$1.42M	0.31%	27
2014 Q2	$3.84M	Hold	45,589	–	–	0.39%	29
2014 Q1	$3.73M	Buy	+45,589	New	+$3.68M	0.44%	26

Other funds holding PM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Formuepleje A/S's PM Position: Q4 2014 in Review

Formuepleje A/S sold out of Philip Morris (PM) in Q4 2014, closing a stake of 28,799 shares — an estimated $2.4M sold.

Formuepleje A/S first reported a position in PM in Q1 2014 and held it in 3 quarters. The position peaked at $3.84M in Q2 2014. 1,433 funds tracked by Wall St. Rank hold PM as of Q4 2014.

Formuepleje A/S reported no remaining Philip Morris position as of Q4 2014 after selling out during the quarter.
Formuepleje A/S sold 28,799 Philip Morris shares in Q4 2014, an estimated $2.4M.
Formuepleje A/S first reported a position in Philip Morris in Q1 2014 and held it in 3 quarters.
Formuepleje A/S's Philip Morris position peaked at $3.84M in Q2 2014.
1,433 funds tracked by Wall St. Rank held Philip Morris as of Q4 2014.

Based on Formuepleje A/S's 13F filing for Q4 2014, filed 27 Aug 2026.