SEC 13F Intelligence

Vident Investment Advisory, LLC / MO

Vident Investment Advisory, LLC’s Altria Group Inc Position

Does Vident Investment Advisory, LLC own Altria Group Inc (MO)? Not currently — the last reported position was 472.3K shares worth $21M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$21M
Q2 2023
Shares
472.3K
% of Portfolio
+0.74%
Quarters Held
19
position exited

Position History MO

Reported value by quarter
Q4 ’18: $573,000Q4 ’18Q1 ’19: $539,000Q2 ’19: $478,000Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ1 ’20: $970,000Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $7MQ1 ’23: $8MQ2 ’23: $21MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023472.3K$21M+0.74%
Q1 2023175.9K$8M+0.25%
Q4 2022161.0K$7M+0.28%
Q3 202264.7K$2M+0.07%
Q2 202254.8K$2M+0.07%
Q1 202240.0K$2M+0.05%
Q4 202134.3K$2M+0.04%
Q3 202132.4K$1M+0.04%
Q2 202131.1K$1M+0.05%
Q1 202126.9K$1M+0.05%
Q4 202031.4K$1M+0.05%
Q3 202028.8K$1M+0.06%
Q2 202028.7K$1M+0.06%
Q1 202025.1K$970,000+0.06%
Q4 201926.3K$1M+0.08%
Q3 201924.8K$1M+0.09%
Q2 201910.1K$478,000+0.04%
Q1 20199.4K$539,000+0.03%
Q4 201811.6K$573,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vident Investment Advisory, LLC’s full portfolio or all institutional holders of MO.