Bank Hapoalim BM’s Altria Group MO Stock Holding History

Bank Hapoalim BM’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
2023 Q2	–	Sell	-5,855	Closed	-$261K	–	156
2023 Q1	$261K	Sell	5,855 -4,965	-46%	-$228K	0.04%	149
2022 Q4	$495K	Sell	10,820 -7,100	-40%	-$322K	0.06%	136
2022 Q3	$724K	Sell	17,920 -600	-3%	-$26.2K	0.09%	121
2022 Q2	$774K	Buy	+18,520	New	+$959K	0.1%	126
2019 Q3	–	Sell	-4,397	Closed	-$208K	–	180
2019 Q2	$208K	Sell	4,397 -2,122	-33%	-$111K	0.05%	163
2019 Q1	$374K	Buy	+6,519	New	+$333K	0.09%	120

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank Hapoalim BM's MO Position: Q2 2023 in Review

Bank Hapoalim BM sold out of Altria Group (MO) in Q2 2023, closing a stake of 5,855 shares — an estimated $261K sold.

Bank Hapoalim BM first reported a position in MO in Q1 2019 and held it in 6 quarters. The position peaked at $774K in Q2 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Bank Hapoalim BM reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Bank Hapoalim BM sold 5,855 Altria Group shares in Q2 2023, an estimated $261K.
Bank Hapoalim BM first reported a position in Altria Group in Q1 2019 and held it in 6 quarters.
Bank Hapoalim BM's Altria Group position peaked at $774K in Q2 2022.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Bank Hapoalim BM's 13F filing for Q2 2023, filed 26 Jul 2023.