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SpiderRock Advisors’s Altria Group MO Stock Holding History

SpiderRock 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
2024
Q3 		$14.3M Buy
280,880
+245,096
+685% +$12.4M 0.23% 70
2024
Q2 		$1.63M Sell
35,784
-77,906
-69% -$3.46M 0.03% 315
2024
Q1 		$5.06M Buy
+113,690
New +$4.71M 0.13% 134
2017
Q1 		– Hold
0
– – – 318

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
State Street
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SpiderRock Advisors's MO Position: Q3 2024 in Review

SpiderRock Advisors increased its Altria Group (MO) stake by 685% in Q3 2024, buying an estimated $12.4M and bringing the position to 280,880 shares worth $14.3M. The position accounts for 0.23% of the portfolio, ranked #70.

SpiderRock Advisors first reported a position in MO in Q1 2024 and has held it in 3 quarters since. 1,991 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • SpiderRock Advisors held 280,880 shares of Altria Group worth $14.3M as of Q3 2024.
  • SpiderRock Advisors bought 245,096 Altria Group shares in Q3 2024, an estimated $12.4M.
  • Altria Group made up 0.23% of SpiderRock Advisors's portfolio in Q3 2024, its #70 holding.
  • SpiderRock Advisors first reported a position in Altria Group in Q1 2024 and has held it in 3 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.