CIM
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CIM Investment Management’s Altria Group MO Stock Holding History

CIM 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
Q1 		– Sell
-8,673
Closed -$356K – 314
2020
Q4 		$356K Sell
8,673
-133
-2% -$5.34K 0.12% 181
2020
Q3 		$340K Sell
8,806
-91
-1% -$3.79K 0.13% 150
2020
Q2 		$349K Hold
8,897
– – 0.14% 143
2020
Q1 		$344K Buy
8,897
+837
+10% +$37.1K 0.17% 124
2019
Q4 		$402K Hold
8,060
– – 0.16% 136
2019
Q3 		$330K Sell
8,060
-896
-10% -$41.2K 0.12% 209
2019
Q2 		$424K Buy
8,956
+364
+4% +$19.1K 0.16% 158
2019
Q1 		$493K Sell
8,592
-552
-6% -$28.2K 0.19% 127
2018
Q4 		$452K Sell
9,144
-378
-4% -$21.9K 0.2% 120
2018
Q3 		$574K Sell
9,522
-5
-0.1% -$297 0.2% 119
2018
Q2 		$541K Sell
9,527
-272
-3% -$15.7K 0.19% 145
2018
Q1 		$611K Sell
9,799
-246
-2% -$16.3K 0.21% 129
2017
Q4 		$717K Sell
10,045
-155
-2% -$10.4K 0.25% 103
2017
Q3 		$647K Buy
+10,200
New +$680K 0.24% 106
2017
Q1 		– Sell
-19,191
Closed -$1.3M – 365
2016
Q4 		$1.3M Buy
19,191
+217
+1% +$14K 0.47% 37
2016
Q3 		$1.2M Sell
18,974
-1,460
-7% -$97K 0.46% 38
2016
Q2 		$1.41M Sell
20,434
-870
-4% -$55.7K 0.58% 32
2016
Q1 		$1.33M Sell
21,304
-1,921
-8% -$116K 0.58% 33
2015
Q4 		$1.35M Hold
23,225
– – 0.62% 37
2015
Q3 		$1.26M Hold
23,225
– – 0.61% 40
2015
Q2 		$1.14M Sell
23,225
-94
-0.4% -$4.76K 0.5% 58
2015
Q1 		$1.17M Hold
23,319
– – 0.51% 57
2014
Q4 		$1.15M Hold
23,319
– – 0.53% 59
2014
Q3 		$1.07M Sell
23,319
-1,090
-4% -$46.7K 0.54% 63
2014
Q2 		$1.02M Sell
24,409
-666
-3% -$26.8K 0.51% 71
2014
Q1 		$939K Sell
25,075
-589
-2% -$21.4K 0.43% 82
2013
Q4 		$985K Buy
25,664
+1,740
+7% +$64.2K 0.5% 75
2013
Q3 		$822K Hold
23,924
– – 0.49% 82
2013
Q2 		$837K Buy
+23,924
New +$859K 0.5% 74

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM Investment Management's MO Position: Q1 2021 in Review

CIM Investment Management sold out of Altria Group (MO) in Q1 2021, closing a stake of 8,673 shares — an estimated $356K sold.

CIM Investment Management first reported a position in MO in Q2 2013 and held it in 29 quarters. The position peaked at $1.41M in Q2 2016. 1,769 funds tracked by Wall St. Rank hold MO as of Q1 2021.

  • CIM Investment Management reported no remaining Altria Group position as of Q1 2021 after selling out during the quarter.
  • CIM Investment Management sold 8,673 Altria Group shares in Q1 2021, an estimated $356K.
  • CIM Investment Management first reported a position in Altria Group in Q2 2013 and held it in 29 quarters.
  • CIM Investment Management's Altria Group position peaked at $1.41M in Q2 2016.
  • 1,769 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on CIM Investment Management's 13F filing for Q1 2021, filed 20 May 2021.