Sandler Capital Management’s Altria Group MO Stock Holding History

Sandler 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
2025 Q1	–	Sell	-111,600	Closed	-$5.84M	–	152
2024 Q4	$5.84M	Buy	+111,600	New	+$5.94M	0.61%	66
2019 Q4	–	Sell	-370,000	Closed	-$15.1M	–	101
2019 Q3	$15.1M	Hold	370,000	–	–	1.33%	31
2019 Q2	$17.5M	Sell	370,000 -130,000	-26%	-$6.81M	1.17%	24
2019 Q1	$28.7M	Buy	+500,000	New	+$25.6M	2.23%	6
2018 Q4	–	Sell	-626,000	Closed	-$37.8M	–	128
2018 Q3	$37.8M	Sell	626,000 -32,000	-5%	-$1.9M	1.91%	10
2018 Q2	$37.4M	Buy	+658,000	New	+$37.9M	3.12%	3
2017 Q3	–	Sell	-130,000	Closed	-$9.68M	–	142
2017 Q2	$9.68M	Buy	+130,000	New	+$9.51M	1.05%	24

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arrowstreet Capital

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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