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Veritas Investment Management (UK)’s Philip Morris PM Stock Holding History

Veritas Investment Management (UK)’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
2020
Q1 		– Sell
-350
Closed -$30K – 36
2019
Q4 		$30K Hold
350
– – 0.01% 30
2019
Q3 		$27K Hold
350
– – 0.01% 29
2019
Q2 		$27K Sell
350
-1,035
-75% -$85.5K 0.01% 29
2019
Q1 		$122K Sell
1,385
-150
-10% -$12.1K 0.04% 29
2018
Q4 		$102K Hold
1,535
– – 0.03% 27
2018
Q3 		$125K Sell
1,535
-2,150
-58% -$176K 0.03% 27
2018
Q2 		$298K Sell
3,685
-250
-6% -$21.2K 0.1% 26
2018
Q1 		$391K Sell
3,935
-5,840
-60% -$608K 0.13% 26
2017
Q4 		$1.03M Sell
9,775
-4,000
-29% -$426K 0.38% 23
2017
Q3 		$1.53M Sell
13,775
-4,680
-25% -$545K 0.54% 21
2017
Q2 		$2.17M Sell
18,455
-7,015
-28% -$812K 0.83% 19
2017
Q1 		$2.88M Sell
25,470
-5,291
-17% -$546K 1.11% 17
2016
Q4 		$2.81M Buy
30,761
+2,041
+7% +$189K 1.16% 18
2016
Q3 		$2.79M Buy
28,720
+1,250
+5% +$125K 1.35% 15
2016
Q2 		$2.79M Sell
27,470
-150
-0.5% -$15K 1.3% 18
2016
Q1 		$2.71M Sell
27,620
-4,000
-13% -$367K 1.35% 16
2015
Q4 		$2.78M Sell
31,620
-1,150
-4% -$99.8K 1.42% 19
2015
Q3 		$2.6M Buy
32,770
+8,380
+34% +$690K 1.63% 18
2015
Q2 		$1.96M Sell
24,390
-2,920
-11% -$240K 1.32% 20
2015
Q1 		$2.06M Buy
27,310
+510
+2% +$41.4K 1.53% 17
2014
Q4 		$2.18M Sell
26,800
-2,400
-8% -$206K 1.75% 14
2014
Q3 		$2.44M Sell
29,200
-14,625
-33% -$1.24M 1.78% 17
2014
Q2 		$3.59M Sell
43,825
-6,120
-12% -$527K 2.61% 12
2014
Q1 		$4.09M Sell
49,945
-3,425
-6% -$277K 2.97% 11
2013
Q4 		$4.65M Sell
53,370
-4,545
-8% -$397K 3.81% 10
2013
Q3 		$5.01M Sell
57,915
-1,425
-2% -$125K 4.13% 8
2013
Q2 		$5.14M Buy
+59,340
New +$5.51M 4.45% 7

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Veritas Investment Management (UK)'s PM Position: Q1 2020 in Review

Veritas Investment Management (UK) sold out of Philip Morris (PM) in Q1 2020, closing a stake of 350 shares — an estimated $30K sold.

Veritas Investment Management (UK) first reported a position in PM in Q2 2013 and held it in 27 quarters. The position peaked at $5.14M in Q2 2013. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • Veritas Investment Management (UK) reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • Veritas Investment Management (UK) sold 350 Philip Morris shares in Q1 2020, an estimated $30K.
  • Veritas Investment Management (UK) first reported a position in Philip Morris in Q2 2013 and held it in 27 quarters.
  • Veritas Investment Management (UK)'s Philip Morris position peaked at $5.14M in Q2 2013.
  • 1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Veritas Investment Management (UK)'s 13F filing for Q1 2020, filed 6 May 2020.