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SCL · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SCL
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterSCLPM
Q3 20201 holders, $9.8m25 holders, $19.7bn
Q4 20201 holders, $15m25 holders, $21.5bn
Q1 20211 holders, $21m27 holders, $22.1bn
Q2 20211 holders, $21m20 holders, $23.2bn
Q3 20211 holders, $17m25 holders, $22.8bn
Q4 20211 holders, $18m26 holders, $22.3bn
Q1 20221 holders, $10m29 holders, $23.2bn
Q2 20221 holders, $9.5m28 holders, $25.8bn
Q3 20221 holders, $7.1m33 holders, $22.2bn
Q4 20221 holders, $5.8m26 holders, $27.0bn
Q1 2023none listed holders, n.a.36 holders, $27.6bn
Q2 2023none listed holders, n.a.29 holders, $28.9bn
Q3 2023none listed holders, n.a.32 holders, $28.5bn
Q4 20231 holders, $4.9m34 holders, $28.8bn
Q1 20241 holders, $6.3m36 holders, $28.4bn
Q2 20241 holders, $6.0m31 holders, $31.4bn
Q3 20241 holders, $5.6m39 holders, $38.2bn
Q4 20241 holders, $1.5m40 holders, $36.6bn
Q1 20251 holders, $1.3m44 holders, $49.1bn
Q2 20251 holders, $1.3m44 holders, $54.3bn
Q3 20252 holders, $1.9m36 holders, $49.3bn
Q4 20251 holders, $1.4m26 holders, $50.5bn
Q1 20261 holders, $2.7m25 holders, $57.3bn
Q2 20261 holders, $2.7m27 holders, $63.8bn
SCL

Stepan Co

Holders
1
Reported value
$5.6m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

PM

Philip Morris Intl Inc

Holders
39
Reported value
$38.2bn
Buyers
22
Sellers
15

Breadth +7 among 94 comparable managers.

Who holds both, Q3 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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