Barton Investment Management’s Altria Group MO Stock Holding History

Barton 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
2020 Q2	–	Sell	-4,740	Closed	-$183K	–	41
2020 Q1	$183K	Hold	4,740	–	–	0.03%	39
2019 Q4	$237K	Buy	+4,740	New	+$224K	0.04%	40
2019 Q3	–	Sell	-4,740	Closed	-$224K	–	39
2019 Q2	$224K	Sell	4,740 -2,000	-30%	-$105K	0.03%	40
2019 Q1	$387K	Hold	6,740	–	–	0.06%	36
2018 Q4	$333K	Hold	6,740	–	–	0.07%	39
2018 Q3	$406K	Hold	6,740	–	–	0.06%	36
2018 Q2	$382K	Hold	6,740	–	–	0.06%	37
2018 Q1	$420K	Hold	6,740	–	–	0.08%	34
2017 Q4	$481K	Hold	6,740	–	–	0.11%	35
2017 Q3	$427K	Hold	6,740	–	–	0.1%	36
2017 Q2	$502K	Hold	6,740	–	–	0.13%	31
2017 Q1	$481K	Hold	6,740	–	–	0.14%	33
2016 Q4	$455K	Hold	6,740	–	–	0.15%	31
2016 Q3	$426K	Hold	6,740	–	–	0.14%	32
2016 Q2	$464K	Sell	6,740 -1,926	-22%	-$123K	0.17%	31
2016 Q1	$543K	Buy	8,666 +1,926	+29%	+$116K	0.15%	34
2015 Q4	$392K	Hold	6,740	–	–	0.13%	36
2015 Q3	$366K	Hold	6,740	–	–	0.13%	38
2015 Q2	$330K	Sell	6,740 -1,045	-13%	-$53K	0.12%	39
2015 Q1	$389K	Hold	7,785	–	–	0.14%	38
2014 Q4	$384K	Hold	7,785	–	–	0.15%	38
2014 Q3	$358K	Buy	7,785 +120	+2%	+$5.14K	0.14%	39
2014 Q2	$321K	Buy	7,665 +130	+2%	+$5.23K	0.13%	41
2014 Q1	$282K	Hold	7,535	–	–	0.12%	41
2013 Q4	$289K	Hold	7,535	–	–	0.12%	44
2013 Q3	$259K	Hold	7,535	–	–	0.12%	44
2013 Q2	$264K	Buy	+7,535	New	+$271K	0.14%	46

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barton Investment Management's MO Position: Q2 2020 in Review

Barton Investment Management sold out of Altria Group (MO) in Q2 2020, closing a stake of 4,740 shares — an estimated $183K sold.

Barton Investment Management first reported a position in MO in Q2 2013 and held it in 27 quarters. The position peaked at $543K in Q1 2016. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

Barton Investment Management reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
Barton Investment Management sold 4,740 Altria Group shares in Q2 2020, an estimated $183K.
Barton Investment Management first reported a position in Altria Group in Q2 2013 and held it in 27 quarters.
Barton Investment Management's Altria Group position peaked at $543K in Q1 2016.
1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Barton Investment Management's 13F filing for Q2 2020, filed 17 Aug 2020.