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Credo Capital Management’s Walmart Inc WMT Stock Holding History

Credo 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
2013
Q4 		$65K Buy
2,490
+885
+55% +$22.9K 0.28% 72
2013
Q3 		$40K Buy
+1,605
New +$40.5K 0.07% 86

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Credo Capital Management's WMT Position: Q4 2013 in Review

Credo Capital Management increased its Walmart Inc (WMT) stake by 55% in Q4 2013, buying an estimated $22.9K and bringing the position to 2,490 shares worth $65K. The position accounts for 0.28% of the portfolio, ranked #72.

Credo Capital Management first reported a position in WMT in Q3 2013 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold WMT as of Q4 2013.

  • Credo Capital Management held 2,490 shares of Walmart Inc worth $65K as of Q4 2013.
  • Credo Capital Management bought 885 Walmart Inc shares in Q4 2013, an estimated $22.9K.
  • Walmart Inc made up 0.28% of Credo Capital Management's portfolio in Q4 2013, its #72 holding.
  • Credo Capital Management first reported a position in Walmart Inc in Q3 2013 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.