Number of Shares
135,399.00
Current Holdings Value*
$8.13 Mil
% of Portfolio
1.42%
Total Estimate Gain
$548,509.42
% of Total Estimate Gain
1.86%

SIMT U.S. Managed Volatility Fund's Altria Group Inc Holding Summary

As of 2025-03-31, SIMT U.S. Managed Volatility Fund held 135,399.00 shares of Altria Group Inc(MO), totaling $8.13 Mil. This investment constitutes 1.42% of their stock portfolio, and SIMT U.S. Managed Volatility Fund now holds 0.01% of the outstanding Altria Group Inc(MO) stock.

The initial trade took place in 2019Q3. And since then SIMT U.S. Managed Volatility Fund has made 6 purchases of MO, at an average price of $46.49, for a total of 635,767.00 shares. In addition, there have been 6 sales at an average price of $44.03 for 500,368.00 shares. Based on historical transaction data and MO's current price of $59.65, SIMT U.S. Managed Volatility Fund's estimated gain on his MO holdings is $548,509.42, reflecting a 1.86% gain to date.

SIMT U.S. Managed Volatility Fund MO ($59.65) Holding Chart

SIMT U.S. Managed Volatility Fund MO ($59.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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