GCMG
MO icon

Gyroscope Capital Management Group’s Altria Group MO Stock Holding History

Gyroscope Capital Management Group’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
Q3 		$467K Buy
+11,117
New +$491K 0.11% 135
2016
Q3 		– Sell
-8,714
Closed -$601K – 101
2016
Q2 		$601K Hold
8,714
– – 0.49% 41
2016
Q1 		$546K Hold
8,714
– – 0.42% 44
2015
Q4 		$507K Hold
8,714
– – 0.4% 46
2015
Q3 		$474K Sell
8,714
-511
-6% -$27.4K 0.4% 42
2015
Q2 		$451K Sell
9,225
-21
-0.2% -$1.06K 0.37% 48
2015
Q1 		$462K Sell
9,246
-687
-7% -$36.5K 0.38% 40
2014
Q4 		$489K Buy
+9,933
New +$484K 0.4% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Gyroscope Capital Management Group's MO Position: Q3 2023 in Review

Gyroscope Capital Management Group opened a new position in Altria Group (MO) in Q3 2023: 11,117 shares worth $467K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings. This is a return to the name: Gyroscope Capital Management Group previously reported a position in MO as recently as Q2 2016.

Gyroscope Capital Management Group first reported a position in MO in Q4 2014 and has held it in 8 quarters since. The position peaked at $601K in Q2 2016. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Gyroscope Capital Management Group held 11,117 shares of Altria Group worth $467K as of Q3 2023.
  • Altria Group was a new Gyroscope Capital Management Group position in Q3 2023.
  • Altria Group made up 0.11% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #135 holding.
  • Gyroscope Capital Management Group first reported a position in Altria Group in Q4 2014 and has held it in 8 quarters since.
  • Gyroscope Capital Management Group's Altria Group position peaked at $601K in Q2 2016.
  • 1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.