Manning & Napier Group’s MO Holdings & Trades

First Buy
Q2 2018
Duration Held
30 Quarters
Largest Add
Q2 2018
+405,855 Shares
Current Position
3,270 Shares
$214,741 Value

Manning & Napier Group's MO Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 3,270 shares of Altria Group, Inc. (MO) worth $214,741, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in MO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 46,270 shares. Largest reduction occurred in Q2 2024, reducing 326,525 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Altria Group (MO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Altria Group (MO) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2018 +405,855 New Buy 405,855 $56.79
Q3 2018 +12,995 Add 3.20% 418,850 $60.31
Q4 2018 -29,145 Reduce 6.96% 389,705 $49.39
Q1 2019 -13,915 Reduce 3.57% 375,790 $57.43
Q2 2019 +46,270 Add 12.31% 422,060 $47.34
Q3 2019 -12,195 Reduce 2.89% 409,865 $40.90
Q4 2019 -23,340 Reduce 5.69% 386,525 $49.91
Q1 2020 -386,525 Sold Out 386,525 $0.00
Q2 2024 +60,001 Add 0.00% 60,000 $45.55
Q3 2024 -35,000 Reduce 58.33% 25,000 $51.04
Q1 2025 -25,000 Sold Out 25,000 $0.00
Q3 2025 +3,270 New Buy 3,270 $65.67

Manning & Napier Group's Altria Group Investment FAQs

Manning & Napier Group first purchased Altria Group, Inc. (MO) in Q2 2018, acquiring 405,855 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Altria Group, Inc. (MO) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to Altria Group, Inc. (MO) was in Q2 2018, adding 405,855 shares worth $23.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 3,270 shares of Altria Group, Inc. (MO), valued at approximately $214,741. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Altria Group, Inc. (MO) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's peak holding in Altria Group, Inc. (MO) was 422,060 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.