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Baldwin Investment Management’s Altria Group MO Stock Holding History

Baldwin Investment Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,242
Closed -$202K – 254
2021
Q2 		$202K Hold
4,242
– – 0.03% 249
2021
Q1 		$217K Buy
+4,242
New +$190K 0.04% 234

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Investment Management's MO Position: Q3 2021 in Review

Baldwin Investment Management sold out of Altria Group (MO) in Q3 2021, closing a stake of 4,242 shares — an estimated $202K sold.

Baldwin Investment Management first reported a position in MO in Q1 2021 and held it in 2 quarters. The position peaked at $217K in Q1 2021. 1,705 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Baldwin Investment Management reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Baldwin Investment Management sold 4,242 Altria Group shares in Q3 2021, an estimated $202K.
  • Baldwin Investment Management first reported a position in Altria Group in Q1 2021 and held it in 2 quarters.
  • Baldwin Investment Management's Altria Group position peaked at $217K in Q1 2021.
  • 1,705 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Baldwin Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.