Howard Capital Management (New York)’s Altria Group MO Stock Holding History

Howard Capital Management (New York)’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 Q4	$1.57M	Buy	38,310 +25	+0.1%	+$1K	0.18%	43
2020 Q3	$1.48M	Hold	38,285	–	–	0.19%	43
2020 Q2	$1.5M	Hold	38,285	–	–	0.2%	49
2020 Q1	$1.48M	Hold	38,285	–	–	0.25%	46
2019 Q4	$1.91M	Hold	38,285	–	–	0.24%	52
2019 Q3	$1.57M	Sell	38,285 -325	-0.8%	-$14.9K	0.22%	53
2019 Q2	$1.83M	Sell	38,610 -75	-0.2%	-$3.93K	0.25%	51
2019 Q1	$2.22M	Sell	38,685 -560	-1%	-$28.6K	0.31%	51
2018 Q4	$1.94M	Sell	39,245 -400	-1%	-$23.2K	0.32%	51
2018 Q3	$2.39M	Sell	39,645 -1,075	-3%	-$63.8K	0.32%	51
2018 Q2	$2.31M	Sell	40,720 -78	-0.2%	-$4.5K	0.33%	50
2018 Q1	$2.54M	Sell	40,798 -900	-2%	-$59.6K	0.37%	50
2017 Q4	$2.98M	Hold	41,698	–	–	0.44%	49
2017 Q3	$2.64M	Hold	41,698	–	–	0.41%	50
2017 Q2	$3.1M	Hold	41,698	–	–	0.49%	49
2017 Q1	$2.98M	Buy	41,698 +560	+1%	+$40.5K	0.5%	46
2016 Q4	$2.78M	Sell	41,138 -625	-1%	-$40.2K	0.49%	46
2016 Q3	$2.64M	Buy	41,763 +625	+2%	+$41.5K	0.48%	47
2016 Q2	$2.84M	Hold	41,138	–	–	0.55%	46
2016 Q1	$2.58M	Hold	41,138	–	–	0.51%	45
2015 Q4	$2.4M	Sell	41,138 -1,075	-3%	-$62.3K	0.47%	47
2015 Q3	$2.3M	Buy	42,213 +240	+0.6%	+$12.9K	0.47%	49
2015 Q2	$2.05M	Sell	41,973 -600	-1%	-$30.4K	0.39%	50
2015 Q1	$2.13M	Buy	42,573 +108	+0.3%	+$5.73K	0.41%	51
2014 Q4	$2.09M	Hold	42,465	–	–	0.4%	51
2014 Q3	$1.95M	Hold	42,465	–	–	0.39%	50
2014 Q2	$1.78M	Sell	42,465 -966	-2%	-$38.9K	0.35%	51
2014 Q1	$1.63M	Buy	43,431 +1,253	+3%	+$45.5K	0.32%	54
2013 Q4	$1.62M	Buy	42,178 +13,658	+48%	+$504K	0.33%	53
2013 Q3	$980K	Hold	28,520	–	–	0.24%	57
2013 Q2	$998K	Buy	+28,520	New	+$1.02M	0.26%	57

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howard Capital Management (New York)'s MO Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Altria Group (MO) stake by 0.07% in Q4 2020, buying an estimated $1K and bringing the position to 38,310 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #43.

Howard Capital Management (New York) first reported a position in MO in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.1M in Q2 2017. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

Howard Capital Management (New York) held 38,310 shares of Altria Group worth $1.57M as of Q4 2020.
Howard Capital Management (New York) bought 25 Altria Group shares in Q4 2020, an estimated $1K.
Altria Group made up 0.18% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #43 holding.
Howard Capital Management (New York) first reported a position in Altria Group in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s Altria Group position peaked at $3.1M in Q2 2017.
1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.