MCM
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Morton Capital Management’s Altria Group MO Stock Holding History

Morton Capital 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
2022
Q4 		– Sell
-10,553
Closed -$426K – 88
2022
Q3 		$426K Buy
+10,553
New +$460K 0.19% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morton Capital Management's MO Position: Q4 2022 in Review

Morton Capital Management sold out of Altria Group (MO) in Q4 2022, closing a stake of 10,553 shares — an estimated $426K sold.

Morton Capital Management first reported a position in MO in Q3 2022 and held it in 1 quarter. The position peaked at $426K in Q3 2022. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • Morton Capital Management reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
  • Morton Capital Management sold 10,553 Altria Group shares in Q4 2022, an estimated $426K.
  • Morton Capital Management first reported a position in Altria Group in Q3 2022 and held it in 1 quarter.
  • Morton Capital Management's Altria Group position peaked at $426K in Q3 2022.
  • 1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Morton Capital Management's 13F filing for Q4 2022, filed 5 Dec 2023.