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Gunn & Company Investment Management’s Altria Group MO Stock Holding History

Gunn & Company Investment 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
2024
Q3 		– Sell
-7,135
Closed -$325K – 112
2024
Q2 		$325K Buy
+7,135
New +$317K 0.02% 118

Other funds holding MO

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $609B AUM 40.19% 1-Year Est. Return

Gunn & Company Investment Management's MO Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Altria Group (MO) in Q3 2024, closing a stake of 7,135 shares — an estimated $325K sold.

Gunn & Company Investment Management first reported a position in MO in Q2 2024 and held it in 1 quarter. The position peaked at $325K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 7,135 Altria Group shares in Q3 2024, an estimated $325K.
  • Gunn & Company Investment Management first reported a position in Altria Group in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's Altria Group position peaked at $325K in Q2 2024.
  • 1,992 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.