Sand Hill Global Advisors’s Altria Group MO Stock Holding History

Sand Hill Global Advisors’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 Q2	–	Sell	-4,585	Closed	-$240K	–	161
2022 Q1	$240K	Sell	4,585 -163	-3%	-$8.3K	0.01%	143
2021 Q4	$225K	Hold	4,748	–	–	0.01%	151
2021 Q3	$216K	Buy	+4,748	New	+$229K	0.01%	149
2021 Q2	–	Sell	-4,822	Closed	-$247K	–	165
2021 Q1	$247K	Buy	+4,822	New	+$216K	0.02%	121

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sand Hill Global Advisors's MO Position: Q2 2022 in Review

Sand Hill Global Advisors sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,585 shares — an estimated $240K sold.

Sand Hill Global Advisors first reported a position in MO in Q1 2021 and held it in 4 quarters. The position peaked at $247K in Q1 2021. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Sand Hill Global Advisors reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Sand Hill Global Advisors sold 4,585 Altria Group shares in Q2 2022, an estimated $240K.
Sand Hill Global Advisors first reported a position in Altria Group in Q1 2021 and held it in 4 quarters.
Sand Hill Global Advisors's Altria Group position peaked at $247K in Q1 2021.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Sand Hill Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.