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440 Investment Group’s Walmart Inc WMT Stock Holding History

440 Investment Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.41M Sell
42,807
-4,422
-9% -$135K 1% 26
2017
Q3 		$1.23M Sell
47,229
-180
-0.4% -$4.72K 0.94% 28
2017
Q2 		$1.2M Buy
47,409
+10,467
+28% +$266K 0.95% 27
2017
Q1 		$888K Buy
+36,942
New +$850K 0.79% 31

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

440 Investment Group's WMT Position: Q4 2017 in Review

440 Investment Group reduced its Walmart Inc (WMT) stake by 9.4% in Q4 2017, selling an estimated $135K and leaving 42,807 shares worth $1.41M. The position accounts for 1% of the portfolio, ranked #26.

440 Investment Group first reported a position in WMT in Q1 2017 and has held it in 4 quarters since. 1,779 funds tracked by Wall St. Rank hold WMT as of Q4 2017.

  • 440 Investment Group held 42,807 shares of Walmart Inc worth $1.41M as of Q4 2017.
  • 440 Investment Group sold 4,422 Walmart Inc shares in Q4 2017, an estimated $135K.
  • Walmart Inc made up 1% of 440 Investment Group's portfolio in Q4 2017, its #26 holding.
  • 440 Investment Group first reported a position in Walmart Inc in Q1 2017 and has held it in 4 quarters since.
  • 1,779 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.