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Gibraltar Capital Management’s Altria Group MO Stock Holding History

Gibraltar Capital 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
2023
Q4 		– Sell
-16,886
Closed -$710K – 78
2023
Q3 		$710K Buy
16,886
+26
+0.2% +$1.15K 0.31% 47
2023
Q2 		$764K Buy
16,860
+81
+0.5% +$3.67K 0.34% 45
2023
Q1 		$749K Sell
16,779
-1,568
-9% -$72.1K 0.35% 41
2022
Q4 		$839K Buy
18,347
+4,980
+37% +$226K 0.4% 33
2022
Q3 		$540K Buy
13,367
+5,164
+63% +$225K 0.28% 43
2022
Q2 		$343K Buy
8,203
+306
+4% +$15.8K 0.17% 61
2022
Q1 		$413K Buy
+7,897
New +$402K 0.17% 60

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Gibraltar Capital Management's MO Position: Q4 2023 in Review

Gibraltar Capital Management sold out of Altria Group (MO) in Q4 2023, closing a stake of 16,886 shares — an estimated $710K sold.

Gibraltar Capital Management first reported a position in MO in Q1 2022 and held it in 7 quarters. The position peaked at $839K in Q4 2022. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

  • Gibraltar Capital Management reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
  • Gibraltar Capital Management sold 16,886 Altria Group shares in Q4 2023, an estimated $710K.
  • Gibraltar Capital Management first reported a position in Altria Group in Q1 2022 and held it in 7 quarters.
  • Gibraltar Capital Management's Altria Group position peaked at $839K in Q4 2022.
  • 1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Gibraltar Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.