Banyan Capital Management’s Altria Group MO Stock Holding History

Banyan Capital 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
2023 Q1	–	Sell	-178,560	Closed	-$8.16M	–	17
2022 Q4	$8.16M	Sell	178,560 -2,790	-2%	-$126K	6.06%	10
2022 Q3	$7.32M	Sell	181,350 -919	-0.5%	-$40.1K	5.45%	10
2022 Q2	$7.61M	Buy	182,269 +1,440	+0.8%	+$74.6K	5.13%	11
2022 Q1	$9.45M	Sell	180,829 -15,853	-8%	-$808K	5.51%	9
2021 Q4	$9.32M	Buy	196,682 +8,670	+5%	+$397K	5.38%	11
2021 Q3	$8.56M	Buy	188,012 +7,686	+4%	+$371K	5.45%	13
2021 Q2	$8.6M	Buy	180,326 +2,259	+1%	+$111K	5.35%	11
2021 Q1	$9.11M	Buy	+178,067	New	+$7.98M	6.03%	10

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $609B AUM 40.19% 1-Year Est. Return

Banyan Capital Management's MO Position: Q1 2023 in Review

Banyan Capital Management sold out of Altria Group (MO) in Q1 2023, closing a stake of 178,560 shares — an estimated $8.16M sold.

Banyan Capital Management first reported a position in MO in Q1 2021 and held it in 8 quarters. The position peaked at $9.45M in Q1 2022. 1,869 funds tracked by Wall St. Rank hold MO as of Q1 2023.

Banyan Capital Management reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
Banyan Capital Management sold 178,560 Altria Group shares in Q1 2023, an estimated $8.16M.
Banyan Capital Management first reported a position in Altria Group in Q1 2021 and held it in 8 quarters.
Banyan Capital Management's Altria Group position peaked at $9.45M in Q1 2022.
1,869 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Banyan Capital Management's 13F filing for Q1 2023, filed 11 May 2023.