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Credit Suisse’s Altria Group MO Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-318,300
Closed -$15.1M – 4060
2021
Q4 		$15.1M Buy
318,300
+15,600
+5% +$715K 0.01% 1240
2021
Q3 		$13.8M Buy
302,700
+88,500
+41% +$4.27M 0.01% 1322
2021
Q2 		$10M Sell
214,200
-17,400
-8% -$855K 0.01% 1565
2021
Q1 		$11.8M Buy
231,600
+134,400
+138% +$6.02M 0.01% 1466
2020
Q4 		$3.98M Hold
97,200
– – ﹤0.01% 2286
2020
Q3 		$3.76M Buy
97,200
+10,900
+13% +$454K ﹤0.01% 1979
2020
Q2 		$3.39M Sell
86,300
-146,400
-63% -$5.71M ﹤0.01% 1973
2020
Q1 		$9M Buy
232,700
+26,200
+13% +$1.16M 0.01% 1228
2019
Q4 		$10.3M Buy
206,500
+200,000
+3,077% +$9.43M 0.01% 1394
2019
Q3 		$266K Sell
6,500
-354,000
-98% -$16.3M ﹤0.01% 3752
2019
Q2 		$17.1M Buy
360,500
+316,100
+712% +$16.6M 0.02% 1004
2019
Q1 		$2.55M Sell
44,400
-898,000
-95% -$45.9M ﹤0.01% 2199
2018
Q4 		$46.5M Buy
+942,400
New +$54.6M 0.05% 409
2017
Q4 		– Sell
-297,600
Closed -$18.9M – 4127
2017
Q3 		$18.9M Buy
+297,600
New +$19.8M 0.02% 869
2016
Q4 		– Sell
-44,900
Closed -$2.84M – 4175
2016
Q3 		$2.84M Buy
+44,900
New +$2.98M ﹤0.01% 2125
2014
Q1 		– Sell
-28,000
Closed -$1.07M – 4789
2013
Q4 		$1.07M Buy
+28,000
New +$1.03M ﹤0.01% 3215

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credit Suisse's MO Position: Q1 2024 in Review

Credit Suisse reduced its Altria Group (MO) stake by 7.9% in Q1 2024, selling an estimated $5.98M and leaving 1,680,918 shares worth $72.3M. The position accounts for 0.07% of the portfolio, ranked #277.

Credit Suisse first reported a position in MO in Q2 2013 and has held it in 44 quarters since. The position peaked at $383M in Q4 2016. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Credit Suisse held 1,680,918 shares of Altria Group worth $72.3M as of Q1 2024.
  • Credit Suisse sold 144,339 Altria Group shares in Q1 2024, an estimated $5.98M.
  • Altria Group made up 0.07% of Credit Suisse's portfolio in Q1 2024, its #277 holding.
  • Credit Suisse first reported a position in Altria Group in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Altria Group position peaked at $383M in Q4 2016.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.