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Zuckerman Investment Group’s Philip Morris PM Stock Holding History

Zuckerman Investment Group’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
2022
Q4 		– Sell
-3,020
Closed -$251K – 137
2022
Q3 		$251K Buy
+3,020
New +$288K 0.05% 102
2015
Q1 		– Sell
-2,500
Closed -$204K – 61
2014
Q4 		$204K Hold
2,500
– – 0.04% 58
2014
Q3 		$208K Hold
2,500
– – 0.04% 58
2014
Q2 		$211K Hold
2,500
– – 0.05% 44
2014
Q1 		$205K Sell
2,500
-667
-21% -$53.9K 0.05% 42
2013
Q4 		$276K Hold
3,167
– – 0.06% 46
2013
Q3 		$274K Hold
3,167
– – 0.07% 45
2013
Q2 		$274K Buy
+3,167
New +$294K 0.07% 44

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zuckerman Investment Group's PM Position: Q4 2022 in Review

Zuckerman Investment Group sold out of Philip Morris (PM) in Q4 2022, closing a stake of 3,020 shares — an estimated $251K sold.

Zuckerman Investment Group first reported a position in PM in Q2 2013 and held it in 8 quarters. The position peaked at $276K in Q4 2013. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Zuckerman Investment Group reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
  • Zuckerman Investment Group sold 3,020 Philip Morris shares in Q4 2022, an estimated $251K.
  • Zuckerman Investment Group first reported a position in Philip Morris in Q2 2013 and held it in 8 quarters.
  • Zuckerman Investment Group's Philip Morris position peaked at $276K in Q4 2013.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Zuckerman Investment Group's 13F filing for Q4 2022, filed 15 Feb 2023.