Veritas Investment Management’s Altria Group MO Stock Holding History

Veritas Investment 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	–	Sell	-3,000	Closed	-$116K	–	38
2020 Q3	$116K	Hold	3,000	–	–	0.01%	51
2020 Q2	$118K	Sell	3,000 -4,000	-57%	-$156K	0.01%	53
2020 Q1	$271K	Hold	7,000	–	–	0.02%	42
2019 Q4	$349K	Sell	7,000 -1,500	-18%	-$70.8K	0.03%	38
2019 Q3	$348K	Hold	8,500	–	–	0.03%	38
2019 Q2	$403K	Hold	8,500	–	–	0.04%	29
2019 Q1	$488K	Hold	8,500	–	–	0.05%	24
2018 Q4	$420K	Sell	8,500 -35,900	-81%	-$2.08M	0.05%	23
2018 Q3	$2.68M	Hold	44,400	–	–	0.28%	15
2018 Q2	$2.52M	Sell	44,400 -1,980	-4%	-$114K	0.31%	14
2018 Q1	$2.89M	Sell	46,380 -17,600	-28%	-$1.17M	0.37%	15
2017 Q4	$4.57M	Hold	63,980	–	–	0.63%	13
2017 Q3	$4.06M	Sell	63,980 -9,870	-13%	-$658K	0.55%	14
2017 Q2	$5.5M	Sell	73,850 -50	-0.1%	-$3.66K	0.8%	13
2017 Q1	$5.28M	Hold	73,900	–	–	0.87%	14
2016 Q4	$5M	Sell	73,900 -275	-0.4%	-$17.7K	0.88%	14
2016 Q3	$4.69M	Sell	74,175 -950	-1%	-$63.1K	0.88%	14
2016 Q2	$5.18M	Sell	75,125 -6,520	-8%	-$418K	1%	14
2016 Q1	$5.12M	Hold	81,645	–	–	1%	14
2015 Q4	$4.75M	Sell	81,645 -430	-0.5%	-$24.9K	0.91%	19
2015 Q3	$3.6M	Sell	82,075 -9,450	-10%	-$507K	0.95%	19
2015 Q2	$3.15M	Sell	91,525 -10,000	-10%	-$507K	0.89%	18
2015 Q1	$3.73M	Buy	101,525 +74,525	+276%	+$3.96M	1.24%	13
2014 Q4	$1.33M	Sell	27,000 -79,825	-75%	-$3.89M	2.39%	14
2014 Q3	$4.91M	Sell	106,825 -1,690	-2%	-$72.4K	1.6%	14
2014 Q2	$4.55M	Sell	108,515 -5	-0%	-$201	1.57%	15
2014 Q1	$4.06M	Sell	108,520 -6,000	-5%	-$218K	1.58%	15
2013 Q4	$4.4M	Sell	114,520 -7,757	-6%	-$286K	2.1%	14
2013 Q3	$4.2M	Sell	122,277 -2,230	-2%	-$78.6K	2.44%	13
2013 Q2	$4.36M	Buy	+124,507	New	+$4.47M	2.81%	13

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

Veritas Investment Management's MO Position: Q4 2020 in Review

Veritas Investment Management sold out of Altria Group (MO) in Q4 2020, closing a stake of 3,000 shares — an estimated $116K sold.

Veritas Investment Management first reported a position in MO in Q2 2013 and held it in 30 quarters. The position peaked at $5.5M in Q2 2017. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

Veritas Investment Management reported no remaining Altria Group position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 3,000 Altria Group shares in Q4 2020, an estimated $116K.
Veritas Investment Management first reported a position in Altria Group in Q2 2013 and held it in 30 quarters.
Veritas Investment Management's Altria Group position peaked at $5.5M in Q2 2017.
1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.