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Crescent Grove Advisors’s British American Tobacco BTI Stock Holding History

Crescent Grove Advisors’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,584
Closed -$2M – 280
2024
Q3 		$2M Buy
53,584
+1,099
+2% +$39.3K 0.2% 76
2024
Q2 		$1.66M Buy
52,485
+37,580
+252% +$1.14M 0.18% 80
2024
Q1 		$455K Buy
+14,905
New +$449K 0.05% 192
2023
Q4 		– Sell
-16,185
Closed -$520K – 286
2023
Q3 		$520K Buy
16,185
+3,670
+29% +$121K 0.06% 167
2023
Q2 		$415K Buy
12,515
+799
+7% +$27.3K 0.04% 192
2023
Q1 		$420K Buy
11,716
+1,466
+14% +$55.3K 0.05% 192
2022
Q4 		$417K Buy
+10,250
New +$403K 0.04% 196
2022
Q3 		– Sell
-47,893
Closed -$2.06M – 261
2022
Q2 		$2.06M Buy
47,893
+9,670
+25% +$415K 0.22% 59
2022
Q1 		$1.64M Buy
38,223
+7,603
+25% +$324K 0.16% 72
2021
Q4 		$1.17M Buy
30,620
+3,435
+13% +$122K 0.11% 99
2021
Q3 		$979K Buy
27,185
+9,175
+51% +$344K 0.1% 103
2021
Q2 		$708K Buy
+18,010
New +$705K 0.07% 126

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Crescent Grove Advisors's BTI Position: Q4 2024 in Review

Crescent Grove Advisors sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 53,584 shares — an estimated $2M sold.

Crescent Grove Advisors first reported a position in BTI in Q2 2021 and held it in 12 quarters. The position peaked at $2.06M in Q2 2022. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Crescent Grove Advisors reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 53,584 British American Tobacco shares in Q4 2024, an estimated $2M.
  • Crescent Grove Advisors first reported a position in British American Tobacco in Q2 2021 and held it in 12 quarters.
  • Crescent Grove Advisors's British American Tobacco position peaked at $2.06M in Q2 2022.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Crescent Grove Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.