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Sumitomo Mitsui Financial Group’s Altria Group MO Stock Holding History

Sumitomo Mitsui Financial 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
2021
Q3 		– Sell
-170
Closed -$8K – 195
2021
Q2 		$8K Hold
170
– – ﹤0.01% 159
2021
Q1 		$9K Hold
170
– – ﹤0.01% 175
2020
Q4 		$7K Hold
170
– – ﹤0.01% 150
2020
Q3 		$7K Hold
170
– – ﹤0.01% 152
2020
Q2 		$7K Sell
170
-5,998
-97% -$234K ﹤0.01% 142
2020
Q1 		$239K Sell
6,168
-1,084
-15% -$48.1K 0.01% 106
2019
Q4 		$362K Buy
7,252
+533
+8% +$25.1K 0.03% 94
2019
Q3 		$275K Sell
6,719
-2,081
-24% -$95.7K 0.02% 89
2019
Q2 		$417K Sell
8,800
-2,402
-21% -$126K 0.03% 80
2019
Q1 		$643K Sell
11,202
-46,992
-81% -$2.4M 0.06% 70
2018
Q4 		$2.85M Sell
58,194
-2,965
-5% -$172K 0.18% 36
2018
Q3 		$3.69M Sell
61,159
-5,349
-8% -$318K 0.3% 26
2018
Q2 		$3.78M Buy
66,508
+5,141
+8% +$296K 0.39% 20
2018
Q1 		$3.82M Sell
61,367
-1,135
-2% -$75.2K 0.35% 21
2017
Q4 		$4.46M Buy
62,502
+12,292
+24% +$824K 0.58% 13
2017
Q3 		$3.18M Buy
50,210
+236
+0.5% +$15.7K 0.38% 19
2017
Q2 		$3.72M Buy
49,974
+858
+2% +$62.8K 0.76% 14
2017
Q1 		$3.51M Sell
49,116
-1,192
-2% -$86.3K 0.66% 9
2016
Q4 		$3.4M Buy
+50,308
New +$3.24M 0.79% 8

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sumitomo Mitsui Financial Group's MO Position: Q3 2021 in Review

Sumitomo Mitsui Financial Group sold out of Altria Group (MO) in Q3 2021, closing a stake of 170 shares — an estimated $8K sold.

Sumitomo Mitsui Financial Group first reported a position in MO in Q4 2016 and held it in 19 quarters. The position peaked at $4.46M in Q4 2017. 1,705 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Sumitomo Mitsui Financial Group reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 170 Altria Group shares in Q3 2021, an estimated $8K.
  • Sumitomo Mitsui Financial Group first reported a position in Altria Group in Q4 2016 and held it in 19 quarters.
  • Sumitomo Mitsui Financial Group's Altria Group position peaked at $4.46M in Q4 2017.
  • 1,705 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2021, filed 10 Nov 2021.