Marathon Trading Investment Management’s Altria Group MO Stock Holding History

Marathon Trading Investment Management’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 Q4	–	Sell	-5,100	Closed	-$214K	–	387
2023 Q3	$214K	Sell	5,100 -1,900	-27%	-$83.9K	0.02%	215
2023 Q2	$317K	Sell	7,000 -3,000	-30%	-$136K	0.03%	156
2023 Q1	$446K	Buy	10,000 +8,600	+614%	+$395K	0.03%	137
2022 Q4	$64K	Buy	+1,400	New	+$63.4K	0.01%	226
2022 Q3	–	Sell	-15,400	Closed	-$643K	–	301
2022 Q2	$643K	Buy	+15,400	New	+$797K	0.07%	146
2021 Q2	–	Sell	-4,300	Closed	-$220K	–	350
2021 Q1	$220K	Buy	+4,300	New	+$193K	0.02%	319
2019 Q1	–	Sell	-50,000	Closed	-$2.47M	–	267
2018 Q4	$2.47M	Buy	+50,000	New	+$2.9M	0.14%	72

Other funds holding MO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marathon Trading Investment Management's MO Position: Q1 2023 in Review

Marathon Trading Investment Management sold out of Altria Group (MO) in Q1 2023, closing a stake of 334 shares — an estimated $15.4K sold.

Marathon Trading Investment Management first reported a position in MO in Q1 2017 and held it in 5 quarters. The position peaked at $3.03M in Q2 2019. 1,870 funds tracked by Wall St. Rank hold MO as of Q1 2023.

Marathon Trading Investment Management reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
Marathon Trading Investment Management sold 334 Altria Group shares in Q1 2023, an estimated $15.4K.
Marathon Trading Investment Management first reported a position in Altria Group in Q1 2017 and held it in 5 quarters.
Marathon Trading Investment Management's Altria Group position peaked at $3.03M in Q2 2019.
1,870 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Marathon Trading Investment Management's 13F filing for Q1 2023, filed 12 May 2023.