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Caldwell & Orkin’s Walmart Inc WMT Stock Holding History

Caldwell & Orkin’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
Q3 		$1.39M Buy
+53,400
New +$1.4M 1.42% 28

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell & Orkin's WMT Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in Walmart Inc (WMT) in Q3 2017: 53,400 shares worth $1.39M. The stake represents 1.42% of the portfolio and ranks #28 among its holdings.

1,559 funds tracked by Wall St. Rank hold WMT as of Q3 2017.

  • Caldwell & Orkin held 53,400 shares of Walmart Inc worth $1.39M as of Q3 2017.
  • Walmart Inc was a new Caldwell & Orkin position in Q3 2017.
  • Walmart Inc made up 1.42% of Caldwell & Orkin's portfolio in Q3 2017, its #28 holding.
  • 1,559 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.