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Winslow Evans & Crocker’s Philip Morris PM Stock Holding History

Winslow Evans & Crocker’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 		$330K Buy
3,986
+1,948
+96% +$152K 0.06% 247
2020
Q3 		$153K Hold
2,038
– – 0.04% 303
2020
Q2 		$143K Sell
2,038
-2
-0.1% -$146 0.04% 304
2020
Q1 		$152K Sell
2,040
-210
-9% -$17.3K 0.05% 269
2019
Q4 		$192K Sell
2,250
-1,400
-38% -$115K 0.05% 292
2019
Q3 		$280K Buy
3,650
+2,300
+170% +$182K 0.08% 248
2019
Q2 		$108K Sell
1,350
-378
-22% -$31.2K 0.03% 385
2019
Q1 		$154K Buy
1,728
+378
+28% +$30.4K 0.04% 309
2018
Q4 		$92K Sell
1,350
-110
-8% -$9.19K 0.03% 372
2018
Q3 		$120K Buy
1,460
+210
+17% +$17.2K 0.04% 345
2018
Q2 		$104K Hold
1,250
– – 0.03% 364
2018
Q1 		$124K Hold
1,250
– – 0.04% 317
2017
Q4 		$132K Hold
1,250
– – 0.04% 319
2017
Q3 		$139K Sell
1,250
-627
-33% -$73K 0.05% 302
2017
Q2 		$220K Sell
1,877
-1
-0.1% -$116 0.06% 300
2017
Q1 		$212K Sell
1,878
-400
-18% -$41.3K 0.07% 288
2016
Q4 		$208K Sell
2,278
-1,700
-43% -$158K 0.06% 286
2016
Q3 		$387K Sell
3,978
-1,750
-31% -$175K 0.11% 195
2016
Q2 		$583K Buy
5,728
+1
+0% +$100 0.17% 129
2016
Q1 		$562K Sell
5,727
-1
-0% -$92 0.17% 129
2015
Q4 		$503K Sell
5,728
-376
-6% -$32.6K 0.14% 151
2015
Q3 		$484K Sell
6,104
-574
-9% -$47.2K 0.15% 145
2015
Q2 		$535K Sell
6,678
-172
-3% -$14.2K 0.15% 156
2015
Q1 		$516K Sell
6,850
-100
-1% -$8.12K 0.15% 157
2014
Q4 		$566K Sell
6,950
-434
-6% -$37.3K 0.16% 142
2014
Q3 		$616K Buy
7,384
+3,261
+79% +$276K 0.18% 132
2014
Q2 		$348K Sell
4,123
-545
-12% -$46.9K 0.12% 196
2014
Q1 		$382K Sell
4,668
-891
-16% -$72K 0.13% 180
2013
Q4 		$485K Buy
+5,559
New +$485K 0.17% 150

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winslow Evans & Crocker's PM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Philip Morris (PM) stake by 96% in Q4 2020, buying an estimated $152K and bringing the position to 3,986 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #247.

Winslow Evans & Crocker first reported a position in PM in Q4 2013 and has held it in 29 quarters since. The position peaked at $616K in Q3 2014. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • Winslow Evans & Crocker held 3,986 shares of Philip Morris worth $330K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,948 Philip Morris shares in Q4 2020, an estimated $152K.
  • Philip Morris made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #247 holding.
  • Winslow Evans & Crocker first reported a position in Philip Morris in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Philip Morris position peaked at $616K in Q3 2014.
  • 1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.