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Marshall & Sullivan’s Altria Group MO Stock Holding History

Marshall & Sullivan’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
2022
Q3 		– Sell
-12
Closed – – 70
2022
Q2 		$0 Buy
+12
New +$621 ﹤0.01% 95
2014
Q3 		– Sell
-365
Closed -$15K – 56
2014
Q2 		$15K Buy
+365
New +$14.7K 0.03% 55

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marshall & Sullivan's MO Position: Q3 2022 in Review

Marshall & Sullivan sold out of Altria Group (MO) in Q3 2022, closing a stake of 12 shares.

Marshall & Sullivan first reported a position in MO in Q2 2014 and held it in 2 quarters. The position peaked at $15K in Q2 2014. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Marshall & Sullivan reported no remaining Altria Group position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 12 Altria Group shares in Q3 2022.
  • Marshall & Sullivan first reported a position in Altria Group in Q2 2014 and held it in 2 quarters.
  • Marshall & Sullivan's Altria Group position peaked at $15K in Q2 2014.
  • 1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.