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Winslow Evans & Crocker’s Altria Group MO Stock Holding History

Winslow Evans & Crocker’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 		$500K Buy
12,201
+3,299
+37% +$132K 0.09% 202
2020
Q3 		$344K Sell
8,902
-2,128
-19% -$88.6K 0.09% 211
2020
Q2 		$433K Sell
11,030
-2
-0% -$78 0.12% 174
2020
Q1 		$428K Buy
11,032
+1,100
+11% +$48.8K 0.14% 149
2019
Q4 		$498K Sell
9,932
-142
-1% -$6.7K 0.13% 171
2019
Q3 		$414K Sell
10,074
-466
-4% -$21.4K 0.12% 191
2019
Q2 		$502K Sell
10,540
-612
-5% -$32.1K 0.14% 166
2019
Q1 		$642K Buy
11,152
+642
+6% +$32.8K 0.18% 124
2018
Q4 		$522K Sell
10,510
-184
-2% -$10.7K 0.18% 130
2018
Q3 		$646K Hold
10,694
– – 0.2% 118
2018
Q2 		$610K Buy
10,694
+6,500
+155% +$375K 0.19% 124
2018
Q1 		$261K Hold
4,194
– – 0.08% 221
2017
Q4 		$299K Hold
4,194
– – 0.1% 204
2017
Q3 		$266K Sell
4,194
-5,060
-55% -$337K 0.09% 219
2017
Q2 		$683K Buy
9,254
+1,574
+20% +$115K 0.19% 123
2017
Q1 		$548K Hold
7,680
– – 0.17% 132
2016
Q4 		$519K Sell
7,680
-2,762
-26% -$178K 0.16% 145
2016
Q3 		$660K Sell
10,442
-1,650
-14% -$110K 0.19% 115
2016
Q2 		$834K Sell
12,092
-99
-0.8% -$6.34K 0.25% 96
2016
Q1 		$764K Sell
12,191
-1,701
-12% -$103K 0.23% 98
2015
Q4 		$809K Hold
13,892
– – 0.23% 99
2015
Q3 		$756K Sell
13,892
-200
-1% -$10.7K 0.24% 95
2015
Q2 		$689K Sell
14,092
-1,500
-10% -$76K 0.19% 121
2015
Q1 		$780K Sell
15,592
-9,126
-37% -$484K 0.22% 103
2014
Q4 		$1.22M Buy
24,718
+10,452
+73% +$509K 0.35% 67
2014
Q3 		$655K Buy
14,266
+550
+4% +$23.6K 0.19% 128
2014
Q2 		$575K Sell
13,716
-225
-2% -$9.05K 0.19% 135
2014
Q1 		$522K Sell
13,941
-1,557
-10% -$56.6K 0.18% 137
2013
Q4 		$595K Buy
+15,498
New +$572K 0.2% 122

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's MO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Altria Group (MO) stake by 37% in Q4 2020, buying an estimated $132K and bringing the position to 12,201 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #202.

Winslow Evans & Crocker first reported a position in MO in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.22M in Q4 2014. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Winslow Evans & Crocker held 12,201 shares of Altria Group worth $500K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,299 Altria Group shares in Q4 2020, an estimated $132K.
  • Altria Group made up 0.09% of Winslow Evans & Crocker's portfolio in Q4 2020, its #202 holding.
  • Winslow Evans & Crocker first reported a position in Altria Group in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Altria Group position peaked at $1.22M in Q4 2014.
  • 1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.