Veritas Investment Management’s Philip Morris PM Stock Holding History

Veritas Investment Management’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 Q4	–	Sell	-4,500	Closed	-$337K	–	45
2020 Q3	$337K	Hold	4,500	–	–	0.02%	38
2020 Q2	$315K	Hold	4,500	–	–	0.02%	37
2020 Q1	$328K	Hold	4,500	–	–	0.03%	40
2019 Q4	$383K	Hold	4,500	–	–	0.03%	36
2019 Q3	$342K	Hold	4,500	–	–	0.03%	40
2019 Q2	$353K	Hold	4,500	–	–	0.03%	30
2019 Q1	$398K	Hold	4,500	–	–	0.04%	32
2018 Q4	$300K	Hold	4,500	–	–	0.04%	33
2018 Q3	$367K	Hold	4,500	–	–	0.04%	32
2018 Q2	$363K	Hold	4,500	–	–	0.05%	29
2018 Q1	$447K	Hold	4,500	–	–	0.06%	27
2017 Q4	$475K	Hold	4,500	–	–	0.07%	26
2017 Q3	$500K	Hold	4,500	–	–	0.07%	24
2017 Q2	$529K	Hold	4,500	–	–	0.08%	27
2017 Q1	$508K	Hold	4,500	–	–	0.08%	31
2016 Q4	$412K	Hold	4,500	–	–	0.07%	35
2016 Q3	$437K	Sell	4,500 -1,635	-27%	-$164K	0.08%	37
2016 Q2	$624K	Hold	6,135	–	–	0.12%	30
2016 Q1	$602K	Sell	6,135 -1,200	-16%	-$110K	0.12%	29
2015 Q4	$645K	Sell	7,335 -500	-6%	-$43.4K	0.12%	33
2015 Q3	$622K	Sell	7,835 -4,000	-34%	-$329K	0.16%	30
2015 Q2	$628K	Buy	11,835 +1,635	+16%	+$135K	0.18%	29
2015 Q1	$467K	Buy	10,200 +6,200	+155%	+$503K	0.16%	30
2014 Q4	$326K	Sell	4,000 -6,200	-61%	-$533K	0.59%	24
2014 Q3	$852K	Sell	10,200 -8,750	-46%	-$740K	0.28%	26
2014 Q2	$1.6M	Sell	18,950 -68,345	-78%	-$5.88M	0.55%	19
2014 Q1	$7.15M	Buy	87,295 +2,750	+3%	+$222K	2.78%	12
2013 Q4	$7.37M	Hold	84,545	–	–	3.52%	10
2013 Q3	$7.32M	Sell	84,545 -5,510	-6%	-$482K	4.25%	8
2013 Q2	$7.79M	Buy	+90,055	New	+$8.37M	5.03%	7

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Veritas Investment Management's PM Position: Q4 2020 in Review

Veritas Investment Management sold out of Philip Morris (PM) in Q4 2020, closing a stake of 4,500 shares — an estimated $337K sold.

Veritas Investment Management first reported a position in PM in Q2 2013 and held it in 30 quarters. The position peaked at $7.79M in Q2 2013. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

Veritas Investment Management reported no remaining Philip Morris position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 4,500 Philip Morris shares in Q4 2020, an estimated $337K.
Veritas Investment Management first reported a position in Philip Morris in Q2 2013 and held it in 30 quarters.
Veritas Investment Management's Philip Morris position peaked at $7.79M in Q2 2013.
1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.