Edgewood Management
MO icon

Edgewood Management’s Altria Group MO Stock Holding History

Edgewood 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
2015
Q2 		– Sell
-4,000
Closed -$200K – 81
2015
Q1 		$200K Buy
+4,000
New +$212K ﹤0.01% 74

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Edgewood Management's MO Position: Q2 2015 in Review

Edgewood Management sold out of Altria Group (MO) in Q2 2015, closing a stake of 4,000 shares — an estimated $200K sold.

Edgewood Management first reported a position in MO in Q1 2015 and held it in 1 quarter. The position peaked at $200K in Q1 2015. 1,358 funds tracked by Wall St. Rank hold MO as of Q2 2015.

  • Edgewood Management reported no remaining Altria Group position as of Q2 2015 after selling out during the quarter.
  • Edgewood Management sold 4,000 Altria Group shares in Q2 2015, an estimated $200K.
  • Edgewood Management first reported a position in Altria Group in Q1 2015 and held it in 1 quarter.
  • Edgewood Management's Altria Group position peaked at $200K in Q1 2015.
  • 1,358 funds tracked by Wall St. Rank held Altria Group as of Q2 2015.

Based on Edgewood Management's 13F filing for Q2 2015, filed 7 Aug 2015.