SEC 13F Intelligence

Veritable, L.P. / PM

Veritable, L.P.’s Philip Morris Intl Inc Position

Does Veritable, L.P. own Philip Morris Intl Inc (PM)? Not currently — the last reported position was 127.3K shares worth $12M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$12M
Q2 2023
Shares
127.3K
% of Portfolio
+0.19%
Quarters Held
18
position exited

Position History PM

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $9MQ3 ’20: $11MQ3 ’20Q4 ’20: $13MQ1 ’21: $14MQ2 ’21: $16MQ2 ’21Q3 ’21: $15MQ4 ’21: $14MQ1 ’22: $14MQ1 ’22Q2 ’22: $15MQ3 ’22: $11MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023127.3K$12M+0.19%
Q1 2023132.7K$13M+0.21%
Q4 2022128.5K$13M+0.22%
Q3 2022129.8K$11M+0.21%
Q2 2022153.5K$15M+0.27%
Q1 2022152.4K$14M+0.22%
Q4 2021149.5K$14M+0.21%
Q3 2021154.5K$15M+0.24%
Q2 2021157.0K$16M+0.25%
Q1 2021157.3K$14M+0.24%
Q4 2020157.8K$13M+0.24%
Q3 2020148.3K$11M+0.22%
Q2 2020126.0K$9M+0.19%
Q1 2020132.7K$10M+0.23%
Q4 2019144.8K$12M+0.23%
Q3 2019149.8K$11M+0.22%
Q2 2019141.3K$11M+0.22%
Q1 2019139.9K$12M+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of PM.