Meridiem Investment Management’s Altria Group MO Stock Holding History

Meridiem 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
2024 Q4	–	Sell	-800	Closed	-$40.8K	–	62
2024 Q3	$40.8K	Hold	800	–	–	﹤0.01%	61
2024 Q2	$36.4K	Sell	800 -1,500	-65%	-$66.5K	﹤0.01%	54
2024 Q1	$100K	Hold	2,300	–	–	﹤0.01%	55
2023 Q4	$92.8K	Sell	2,300 -800	-26%	-$33.1K	﹤0.01%	67
2023 Q3	$130K	Sell	3,100 -1,000	-24%	-$44.2K	﹤0.01%	49
2023 Q2	$186K	Hold	4,100	–	–	﹤0.01%	45
2023 Q1	$183K	Hold	4,100	–	–	0.01%	48
2022 Q4	$187K	Hold	4,100	–	–	0.01%	50
2022 Q3	$166K	Hold	4,100	–	–	0.01%	49
2022 Q2	$171K	Hold	4,100	–	–	﹤0.01%	51
2022 Q1	$214K	Buy	4,100 +1,500	+58%	+$76.4K	0.01%	50
2021 Q4	$123K	Hold	2,600	–	–	﹤0.01%	60
2021 Q3	$118K	Hold	2,600	–	–	﹤0.01%	62
2021 Q2	$124K	Hold	2,600	–	–	﹤0.01%	61
2021 Q1	$133K	Sell	2,600 -400	-13%	-$17.9K	0.01%	60
2020 Q4	$123K	Buy	+3,000	New	+$120K	0.01%	57

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Meridiem Investment Management's MO Position: Q4 2024 in Review

Meridiem Investment Management sold out of Altria Group (MO) in Q4 2024, closing a stake of 800 shares — an estimated $40.8K sold.

Meridiem Investment Management first reported a position in MO in Q4 2020 and held it in 16 quarters. The position peaked at $214K in Q1 2022. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Meridiem Investment Management reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
Meridiem Investment Management sold 800 Altria Group shares in Q4 2024, an estimated $40.8K.
Meridiem Investment Management first reported a position in Altria Group in Q4 2020 and held it in 16 quarters.
Meridiem Investment Management's Altria Group position peaked at $214K in Q1 2022.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Meridiem Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.