Leuthold Group’s Altria Group MO Stock Holding History

Leuthold 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 Q2	–	Sell	-9,942	Closed	-$444K	–	220
2023 Q1	$444K	Sell	9,942 -561	-5%	-$25.8K	0.06%	151
2022 Q4	$480K	Buy	+10,503	New	+$476K	0.06%	148

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Leuthold Group's MO Position: Q2 2023 in Review

Leuthold Group sold out of Altria Group (MO) in Q2 2023, closing a stake of 9,942 shares — an estimated $444K sold.

Leuthold Group first reported a position in MO in Q4 2022 and held it in 2 quarters. The position peaked at $480K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Leuthold Group reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Leuthold Group sold 9,942 Altria Group shares in Q2 2023, an estimated $444K.
Leuthold Group first reported a position in Altria Group in Q4 2022 and held it in 2 quarters.
Leuthold Group's Altria Group position peaked at $480K in Q4 2022.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.