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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
Q1 		– Sell
-3,200
Closed -$146K – 306
2022
Q4 		$146K Sell
3,200
-26,200
-89% -$1.19M 0.02% 195
2022
Q3 		$1.19M Buy
+29,400
New +$1.28M 0.12% 90
2021
Q2 		– Sell
-20,300
Closed -$1.04M – 351
2021
Q1 		$1.04M Buy
+20,300
New +$910K 0.09% 128

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
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.