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Jackson Square Capital’s Altria Group MO Stock Holding History

Jackson Square 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
Q3 		– Sell
-120
Closed -$5K – 362
2020
Q2 		$5K Sell
120
-110
-48% -$4.29K ﹤0.01% 284
2020
Q1 		$9K Hold
230
– – 0.01% 230
2019
Q4 		$11K Buy
+230
New +$10.8K 0.01% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Square Capital's MO Position: Q3 2020 in Review

Jackson Square Capital sold out of Altria Group (MO) in Q3 2020, closing a stake of 120 shares — an estimated $5K sold.

Jackson Square Capital first reported a position in MO in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

  • Jackson Square Capital reported no remaining Altria Group position as of Q3 2020 after selling out during the quarter.
  • Jackson Square Capital sold 120 Altria Group shares in Q3 2020, an estimated $5K.
  • Jackson Square Capital first reported a position in Altria Group in Q4 2019 and held it in 3 quarters.
  • Jackson Square Capital's Altria Group position peaked at $11K in Q4 2019.
  • 1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Jackson Square Capital's 13F filing for Q3 2020, filed 17 Nov 2020.