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DC Investments Management’s Altria Group MO Stock Holding History

DC Investments 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
Q3 		– Sell
-7,252
Closed -$285K – 209
2020
Q2 		$285K Buy
+7,252
New +$283K 0.1% 237
2018
Q2 		– Sell
-3,867
Closed -$241K – 360
2018
Q1 		$241K Sell
3,867
-4,406
-53% -$292K 0.16% 236
2017
Q4 		$591K Buy
+8,273
New +$554K 0.24% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DC Investments Management's MO Position: Q3 2020 in Review

DC Investments Management sold out of Altria Group (MO) in Q3 2020, closing a stake of 7,252 shares — an estimated $285K sold.

DC Investments Management first reported a position in MO in Q4 2017 and held it in 3 quarters. The position peaked at $591K in Q4 2017. 1,576 funds tracked by Wall St. Rank hold MO as of Q3 2020.

  • DC Investments Management reported no remaining Altria Group position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 7,252 Altria Group shares in Q3 2020, an estimated $285K.
  • DC Investments Management first reported a position in Altria Group in Q4 2017 and held it in 3 quarters.
  • DC Investments Management's Altria Group position peaked at $591K in Q4 2017.
  • 1,576 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.