SEC 13F Intelligence

Vident Investment Advisory, LLC / PM

Vident Investment Advisory, LLC’s Philip Morris Intl Inc Position

Does Vident Investment Advisory, LLC own Philip Morris Intl Inc (PM)? Not currently — the last reported position was 184.0K shares worth $18M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$18M
Q2 2023
Shares
184.0K
% of Portfolio
+0.62%
Quarters Held
19
position exited

Position History PM

Reported value by quarter
Q4 ’18: $494,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $483,000Q3 ’19Q4 ’19: $549,000Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $6MQ4 ’21: $9MQ4 ’21Q1 ’22: $13MQ2 ’22: $15MQ3 ’22: $2MQ3 ’22Q4 ’22: $22MQ1 ’23: $4MQ2 ’23: $18MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023184.0K$18M+0.62%
Q1 202341.2K$4M+0.13%
Q4 2022213.1K$22M+0.81%
Q3 202230.0K$2M+0.07%
Q2 2022152.3K$15M+0.45%
Q1 2022133.4K$13M+0.33%
Q4 202194.2K$9M+0.23%
Q3 202168.2K$6M+0.20%
Q2 202167.7K$7M+0.20%
Q1 202162.9K$6M+0.19%
Q4 202056.5K$5M+0.19%
Q3 202052.6K$4M+0.20%
Q2 202035.6K$2M+0.13%
Q1 202028.5K$2M+0.13%
Q4 20196.5K$549,000+0.03%
Q3 20196.4K$483,000+0.04%
Q2 201914.6K$1M+0.09%
Q1 201914.8K$1M+0.07%
Q4 20187.4K$494,000+0.03%

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