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Gratus Capital’s Altria Group MO Stock Holding History

Gratus Capital’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
Q1 		– Sell
-1,000
Closed -$50K – 201
2019
Q4 		$50K Buy
+1,000
New +$47.2K 0.01% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gratus Capital's MO Position: Q2 2024 in Review

Gratus Capital increased its Altria Group (MO) stake by 186% in Q2 2024, buying an estimated $747K and bringing the position to 25,883 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #165.

Gratus Capital first reported a position in MO in Q4 2014 and has held it in 39 quarters since. The position peaked at $1.31M in Q2 2017. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Gratus Capital held 25,883 shares of Altria Group worth $1.18M as of Q2 2024.
  • Gratus Capital bought 16,845 Altria Group shares in Q2 2024, an estimated $747K.
  • Altria Group made up 0.05% of Gratus Capital's portfolio in Q2 2024, its #165 holding.
  • Gratus Capital first reported a position in Altria Group in Q4 2014 and has held it in 39 quarters since.
  • Gratus Capital's Altria Group position peaked at $1.31M in Q2 2017.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.