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Sky Investment Group’s Altria Group MO Stock Holding History

Sky Investment Group’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
-3,835
Closed -$200K – 126
2022
Q1 		$200K Buy
+3,835
New +$195K 0.04% 127
2021
Q4 		– Sell
-4,411
Closed -$201K – 130
2021
Q3 		$201K Sell
4,411
-175
-4% -$8.45K 0.04% 127
2021
Q2 		$219K Sell
4,586
-125
-3% -$6.14K 0.05% 121
2021
Q1 		$241K Sell
4,711
-225
-5% -$10.1K 0.06% 112
2020
Q4 		$202K Sell
4,936
-1,209
-20% -$48.5K 0.05% 117
2020
Q3 		$237K Sell
6,145
-225
-4% -$9.36K 0.07% 109
2020
Q2 		$250K Buy
6,370
+1,000
+19% +$39K 0.09% 92
2020
Q1 		$208K Sell
5,370
-107
-2% -$4.75K 0.08% 90
2019
Q4 		$273K Buy
+5,477
New +$258K 0.09% 93
2019
Q2 		– Sell
-23,087
Closed -$1.33M – 103
2019
Q1 		$1.33M Sell
23,087
-440
-2% -$22.5K 0.49% 53
2018
Q4 		$1.16M Sell
23,527
-3,783
-14% -$219K 0.49% 54
2018
Q3 		$1.65M Sell
27,310
-1,185
-4% -$70.3K 0.63% 50
2018
Q2 		$1.62M Buy
28,495
+1,820
+7% +$105K 0.65% 49
2018
Q1 		$1.66M Buy
26,675
+1,124
+4% +$74.4K 0.67% 47
2017
Q4 		$1.82M Buy
25,551
+1,065
+4% +$71.4K 0.71% 48
2017
Q3 		$1.55M Buy
24,486
+1,100
+5% +$73.3K 0.64% 50
2017
Q2 		$1.74M Buy
23,386
+185
+0.8% +$13.5K 0.74% 49
2017
Q1 		$1.66M Sell
23,201
-85
-0.4% -$6.15K 0.73% 49
2016
Q4 		$1.57M Buy
23,286
+1,130
+5% +$72.8K 0.73% 49
2016
Q3 		$1.4M Buy
22,156
+445
+2% +$29.6K 0.65% 52
2016
Q2 		$1.5M Buy
21,711
+45
+0.2% +$2.88K 0.71% 51
2016
Q1 		$1.36M Buy
21,666
+1,700
+9% +$103K 0.67% 51
2015
Q4 		$1.16M Buy
19,966
+15,645
+362% +$907K 0.6% 52
2015
Q3 		$235K Buy
+4,321
New +$232K 0.13% 75

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

Sky Investment Group's MO Position: Q2 2022 in Review

Sky Investment Group sold out of Altria Group (MO) in Q2 2022, closing a stake of 3,835 shares — an estimated $200K sold.

Sky Investment Group first reported a position in MO in Q3 2015 and held it in 24 quarters. The position peaked at $1.82M in Q4 2017. 1,810 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Sky Investment Group reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
  • Sky Investment Group sold 3,835 Altria Group shares in Q2 2022, an estimated $200K.
  • Sky Investment Group first reported a position in Altria Group in Q3 2015 and held it in 24 quarters.
  • Sky Investment Group's Altria Group position peaked at $1.82M in Q4 2017.
  • 1,810 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Sky Investment Group's 13F filing for Q2 2022, filed 12 Jul 2022.