Lee Capital Holdings’s Altria Group MO Stock Holding History

Lee Capital Holdings’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
2019 Q2	–	Sell	-12,300	Closed	-$706K	–	54
2019 Q1	$706K	Buy	12,300 +5,000	+68%	+$256K	0.78%	39
2018 Q4	$361K	Hold	7,300	–	–	0.54%	39
2018 Q3	$440K	Hold	7,300	–	–	0.32%	72
2018 Q2	$415K	Buy	+7,300	New	+$421K	0.29%	71

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lee Capital Holdings's MO Position: Q2 2019 in Review

Lee Capital Holdings sold out of Altria Group (MO) in Q2 2019, closing a stake of 12,300 shares — an estimated $706K sold.

Lee Capital Holdings first reported a position in MO in Q2 2018 and held it in 4 quarters. The position peaked at $706K in Q1 2019. 1,674 funds tracked by Wall St. Rank hold MO as of Q2 2019.

Lee Capital Holdings reported no remaining Altria Group position as of Q2 2019 after selling out during the quarter.
Lee Capital Holdings sold 12,300 Altria Group shares in Q2 2019, an estimated $706K.
Lee Capital Holdings first reported a position in Altria Group in Q2 2018 and held it in 4 quarters.
Lee Capital Holdings's Altria Group position peaked at $706K in Q1 2019.
1,674 funds tracked by Wall St. Rank held Altria Group as of Q2 2019.

Based on Lee Capital Holdings's 13F filing for Q2 2019, filed 15 Aug 2019.