Toews Corporation’s Philip Morris PM Stock Holding History

Toews Corporation’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	-8,400	Closed	-$778K	–	90
2023 Q3	$778K	Buy	+8,400	New	+$808K	0.47%	34
2023 Q1	–	Sell	-7,700	Closed	-$779K	–	100
2022 Q4	$779K	Sell	7,700 -4,800	-38%	-$453K	0.39%	43
2022 Q3	$1.04M	Hold	12,500	–	–	0.76%	77
2022 Q2	$1.23M	Buy	12,500 +8,200	+191%	+$836K	0.82%	20
2022 Q1	$404K	Buy	+4,300	New	+$430K	0.07%	72
2021 Q4	–	Sell	-4,200	Closed	-$398K	–	102
2021 Q3	$398K	Buy	+4,200	New	+$422K	0.05%	104
2016 Q3	–	Sell	-5,700	Closed	-$580K	–	79
2016 Q2	$580K	Buy	+5,700	New	+$568K	0.24%	31

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Toews Corporation's PM Position: Q4 2023 in Review

Toews Corporation sold out of Philip Morris (PM) in Q4 2023, closing a stake of 8,400 shares — an estimated $778K sold.

Toews Corporation first reported a position in PM in Q2 2016 and held it in 7 quarters. The position peaked at $1.23M in Q2 2022. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

Toews Corporation reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
Toews Corporation sold 8,400 Philip Morris shares in Q4 2023, an estimated $778K.
Toews Corporation first reported a position in Philip Morris in Q2 2016 and held it in 7 quarters.
Toews Corporation's Philip Morris position peaked at $1.23M in Q2 2022.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.