Kovitz Investment Group Partners, LLC PM Holdings History

Number of Shares

1.21 Mil

$191.70 Mil

% of Portfolio

0.96%

Total Estimate Gain

$173.62 Mil

% of Total Estimate Gain

22.77%

Kovitz Investment Group Partners, LLC's Philip Morris International Inc Holding Summary

As of 2025-03-31, Kovitz Investment Group Partners, LLC held 1.21 Mil shares of Philip Morris International Inc(PM), totaling $191.70 Mil. This investment constitutes 0.96% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.08% of the outstanding Philip Morris International Inc(PM) stock.

The initial trade took place in 2019Q2. And since then Kovitz Investment Group Partners, LLC has made 17 purchases of PM, at an average price of $112.00, for a total of 6.81 Mil shares. In addition, there have been 7 sales at an average price of $132.42 for 5.60 Mil shares. Based on historical transaction data and PM's current price of $161.08, Kovitz Investment Group Partners, LLC's estimated gain on his PM holdings is $173.62 Mil, reflecting a 22.77% gain to date.

Kovitz Investment Group Partners, LLC PM ($161.08) Holding Chart

Kovitz Investment Group Partners, LLC PM ($161.08) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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