Ameritas Investment Company’s Walmart Inc WMT Stock Holding History

Ameritas Investment Company’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
2021 Q3	$3.72M	Buy	80,085 +27,867	+53%	+$1.34M	0.17%	104
2021 Q2	$3.47M	Buy	52,218 +3,798	+8%	+$177K	0.17%	98
2021 Q1	$2.19M	Buy	48,420 +1,539	+3%	+$71.3K	0.19%	119
2020 Q4	$2.25M	Buy	46,881 +13,530	+41%	+$657K	0.44%	48
2020 Q3	$1.33M	Hold	33,351	–	–	0.42%	63
2020 Q2	$1.33M	Sell	33,351 -6,621	-17%	-$272K	0.38%	66
2020 Q1	$1.53M	Buy	39,972 +10,677	+36%	+$411K	0.24%	69
2019 Q4	$1.16M	Sell	29,295 -2,319	-7%	-$92.1K	0.24%	84
2019 Q3	$1.25M	Buy	31,614 +14,283	+82%	+$539K	0.25%	81
2019 Q2	$638K	Sell	17,331 -13,149	-43%	-$453K	0.3%	80
2019 Q1	$991K	Buy	+30,480	New	+$988K	0.18%	105

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameritas Investment Company's WMT Position: Q3 2021 in Review

Ameritas Investment Company increased its Walmart Inc (WMT) stake by 53% in Q3 2021, buying an estimated $1.34M and bringing the position to 80,085 shares worth $3.72M. The position accounts for 0.17% of the portfolio, ranked #104.

Ameritas Investment Company first reported a position in WMT in Q1 2019 and has held it in 11 quarters since. 2,483 funds tracked by Wall St. Rank hold WMT as of Q3 2021.

Ameritas Investment Company held 80,085 shares of Walmart Inc worth $3.72M as of Q3 2021.
Ameritas Investment Company bought 27,867 Walmart Inc shares in Q3 2021, an estimated $1.34M.
Walmart Inc made up 0.17% of Ameritas Investment Company's portfolio in Q3 2021, its #104 holding.
Ameritas Investment Company first reported a position in Walmart Inc in Q1 2019 and has held it in 11 quarters since.
2,483 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.