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PM - PHILIP MORRIS INTL INC

This page shows which of the focused investors we track hold PM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2018 it was held by 11 managers with an aggregate reported value of $1.97B, which is 0.26% of the combined portfolio.

As of Q4 2018, 11 tracked institutional managers held PM (PHILIP MORRIS INTL INC) with an aggregate reported value of $1.97B0.26% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2018
Ticker
PM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1First Eagle - First Eagle Investment Management2.26%Add +50.8%11,708,071$781.63M
2Thomas Russo - Gardner Russo & Quinn5.56%Reduce -2.7%10,024,100$669.21M
3Bill Nygren - Oakmark Funds0.56%Reduce -1.3%4,172,473$278.55M
4Ariel Investments - Ariel Investments2.99%Add +35.1%3,209,444$214.26M
5First Pacific Advisors - First Pacific Advisors0.09%Reduce -2.3%139,592$9.32M
6Thomas Gayner - Markel Asset Management0.15%-114,500$7.64M
7Lee Ainslie - Maverick Capital0.04%New44,480$2.97M
8Yacktman Asset Management - Yacktman Asset Management0.02%Reduce -6.5%26,001$1.74M
9Dodge & Cox - Dodge & Cox0.00%-18,913$1.26M
10Terry Smith - Fundsmith6.43%Reduce -0.8%12,308,123$1M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%Reduce -5.3%7,203$481K
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