Shone Asset Management’s Altria Group MO Stock Holding History

Shone Asset 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
2020 Q4	$1.38M	Buy	+33,775	New	+$1.36M	1.07%	21

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shone Asset Management's MO Position: Q4 2020 in Review

Shone Asset Management opened a new position in Altria Group (MO) in Q4 2020: 33,775 shares worth $1.38M. The stake represents 1.07% of the portfolio and ranks #21 among its holdings.

1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

Shone Asset Management held 33,775 shares of Altria Group worth $1.38M as of Q4 2020.
Altria Group was a new Shone Asset Management position in Q4 2020.
Altria Group made up 1.07% of Shone Asset Management's portfolio in Q4 2020, its #21 holding.
1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.