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Winton Capital Management’s Altria Group MO Stock Holding History

Winton Capital 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
2014
Q1 		$57.4M Buy
1,534,443
+191,563
+14% +$6.96M 0.4% 72
2013
Q4 		$51.6M Buy
1,342,880
+193,049
+17% +$7.13M 0.46% 48
2013
Q3 		$39.5M Sell
1,149,831
-55,222
-5% -$1.95M 0.48% 50
2013
Q2 		$42.2M Buy
+1,205,053
New +$43.3M 0.51% 52

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Winton Capital Management's MO Position: Q1 2014 in Review

Winton Capital Management increased its Altria Group (MO) stake by 14% in Q1 2014, buying an estimated $6.96M and bringing the position to 1,534,443 shares worth $57.4M. The position accounts for 0.4% of the portfolio, ranked #72.

Winton Capital Management first reported a position in MO in Q2 2013 and has held it in 4 quarters since. 1,163 funds tracked by Wall St. Rank hold MO as of Q1 2014.

  • Winton Capital Management held 1,534,443 shares of Altria Group worth $57.4M as of Q1 2014.
  • Winton Capital Management bought 191,563 Altria Group shares in Q1 2014, an estimated $6.96M.
  • Altria Group made up 0.4% of Winton Capital Management's portfolio in Q1 2014, its #72 holding.
  • Winton Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 4 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Altria Group as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.