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Lehman Financial Resources’s Altria Group MO Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$279K Buy
4,633
+403
+10% +$23.9K 0.13% 73
2018
Q2 		$240K Buy
4,230
+755
+22% +$43.5K 0.12% 72
2018
Q1 		$216K Buy
3,475
+100
+3% +$6.62K 0.11% 72
2017
Q4 		$241K Hold
3,375
– – 0.13% 68
2017
Q3 		$214K Sell
3,375
-142
-4% -$9.47K 0.11% 65
2017
Q2 		$261K Hold
3,517
– – 0.15% 53
2017
Q1 		$251K Buy
3,517
+142
+4% +$10.3K 0.14% 53
2016
Q4 		$228K Hold
3,375
– – 0.13% 52
2016
Q3 		$213K Hold
3,375
– – 0.12% 53
2016
Q2 		$232K Sell
3,375
-600
-15% -$38.4K 0.12% 53
2016
Q1 		$249K Buy
3,975
+300
+8% +$18.1K 0.13% 54
2015
Q4 		$213K Buy
3,675
+100
+3% +$5.8K 0.11% 56
2015
Q3 		$194K Hold
3,575
– – 0.1% 57
2015
Q2 		$174K Hold
3,575
– – 0.08% 61
2015
Q1 		$179K Buy
3,575
+100
+3% +$5.31K 0.08% 66
2014
Q4 		$171K Sell
3,475
-100
-3% -$4.87K 0.08% 68
2014
Q3 		$164K Buy
3,575
+300
+9% +$12.9K 0.09% 66
2014
Q2 		$137K Hold
3,275
– – 0.07% 72
2014
Q1 		$123K Hold
3,275
– – 0.06% 78
2013
Q4 		$126K Buy
3,275
+3,000
+1,091% +$111K 0.08% 74
2013
Q3 		$9K Buy
275
+100
+57% +$3.52K 0.01% 267
2013
Q2 		$6K Buy
+175
New +$6.29K ﹤0.01% 275

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lehman Financial Resources's MO Position: Q3 2018 in Review

Lehman Financial Resources increased its Altria Group (MO) stake by 9.5% in Q3 2018, buying an estimated $23.9K and bringing the position to 4,633 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #73.

Lehman Financial Resources first reported a position in MO in Q2 2013 and has held it in 22 quarters since. 1,664 funds tracked by Wall St. Rank hold MO as of Q3 2018.

  • Lehman Financial Resources held 4,633 shares of Altria Group worth $279K as of Q3 2018.
  • Lehman Financial Resources bought 403 Altria Group shares in Q3 2018, an estimated $23.9K.
  • Altria Group made up 0.13% of Lehman Financial Resources's portfolio in Q3 2018, its #73 holding.
  • Lehman Financial Resources first reported a position in Altria Group in Q2 2013 and has held it in 22 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.