Sierra Ocean’s British American Tobacco BTI Stock Holding History

Sierra Ocean’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-563	Closed	-$26.7K	–	179
2025 Q2	$26.7K	Buy	563 +259	+85%	+$11.5K	0.02%	280
2025 Q1	$12.6K	Buy	304 +30	+11%	+$1.18K	0.01%	396
2024 Q4	$9.97K	Buy	+274	New	+$9.9K	0.01%	433

Other funds holding BTI

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Sierra Ocean's BTI Position: Q3 2025 in Review

Sierra Ocean sold out of British American Tobacco (BTI) in Q3 2025, closing a stake of 563 shares — an estimated $26.7K sold.

Sierra Ocean first reported a position in BTI in Q4 2024 and held it in 3 quarters. The position peaked at $26.7K in Q2 2025. 769 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

Sierra Ocean reported no remaining British American Tobacco position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 563 British American Tobacco shares in Q3 2025, an estimated $26.7K.
Sierra Ocean first reported a position in British American Tobacco in Q4 2024 and held it in 3 quarters.
Sierra Ocean's British American Tobacco position peaked at $26.7K in Q2 2025.
769 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.