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Cedar Capital’s Altria Group MO Stock Holding History

Cedar Capital’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
Q4 		– Sell
-16,139
Closed -$624K – 132
2020
Q3 		$624K Buy
16,139
+1,872
+13% +$77.9K 0.21% 114
2020
Q2 		$560K Sell
14,267
-1,890
-12% -$73.7K 0.21% 105
2020
Q1 		$625K Sell
16,157
-679
-4% -$30.1K 0.3% 88
2019
Q4 		$840K Buy
16,836
+2,765
+20% +$130K 0.39% 86
2019
Q3 		$576K Buy
14,071
+3,750
+36% +$172K 0.27% 108
2019
Q2 		$489K Sell
10,321
-121
-1% -$6.34K 0.21% 111
2019
Q1 		$600K Sell
10,442
-76
-0.7% -$3.88K 0.26% 105
2018
Q4 		$519K Buy
10,518
+3,652
+53% +$212K 0.26% 99
2018
Q3 		$414K Buy
6,866
+1,077
+19% +$63.9K 0.16% 133
2018
Q2 		$329K Buy
5,789
+705
+14% +$40.7K 0.15% 125
2018
Q1 		$317K Sell
5,084
-2,508
-33% -$166K 0.15% 117
2017
Q4 		$542K Buy
7,592
+868
+13% +$58.2K 0.26% 56
2017
Q3 		$426K Buy
6,724
+806
+14% +$53.7K 0.2% 58
2017
Q2 		$441K Buy
5,918
+360
+6% +$26.3K 0.19% 38
2017
Q1 		$397K Buy
5,558
+1,484
+36% +$107K 0.17% 45
2016
Q4 		$275K Sell
4,074
-166
-4% -$10.7K 0.11% 71
2016
Q3 		$268K Sell
4,240
-112
-3% -$7.44K 0.1% 79
2016
Q2 		$300K Buy
4,352
+418
+11% +$26.8K 0.1% 66
2016
Q1 		$247K Sell
3,934
-10
-0.3% -$605 0.07% 63
2015
Q4 		$230K Buy
+3,944
New +$229K 0.05% 67

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Capital's MO Position: Q4 2020 in Review

Cedar Capital sold out of Altria Group (MO) in Q4 2020, closing a stake of 16,139 shares — an estimated $624K sold.

Cedar Capital first reported a position in MO in Q4 2015 and held it in 20 quarters. The position peaked at $840K in Q4 2019. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Cedar Capital reported no remaining Altria Group position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 16,139 Altria Group shares in Q4 2020, an estimated $624K.
  • Cedar Capital first reported a position in Altria Group in Q4 2015 and held it in 20 quarters.
  • Cedar Capital's Altria Group position peaked at $840K in Q4 2019.
  • 1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.