Birch Capital Management’s Walmart Inc WMT Stock Holding History

Birch Capital Management’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
2020 Q4	–	Sell	-12	Closed	-$1K	–	103
2020 Q3	$1K	Buy	+12	New	+$534	﹤0.01%	90

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Birch Capital Management's WMT Position: Q4 2020 in Review

Birch Capital Management sold out of Walmart Inc (WMT) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Birch Capital Management first reported a position in WMT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 2,512 funds tracked by Wall St. Rank hold WMT as of Q4 2020.

Birch Capital Management reported no remaining Walmart Inc position as of Q4 2020 after selling out during the quarter.
Birch Capital Management sold 12 Walmart Inc shares in Q4 2020, an estimated $1K.
Birch Capital Management first reported a position in Walmart Inc in Q3 2020 and held it in 1 quarter.
Birch Capital Management's Walmart Inc position peaked at $1K in Q3 2020.
2,512 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2020.

Based on Birch Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.