De Burlo Group’s Walmart Inc WMT Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-300	Closed	-$13K	–	185
2022 Q3	$13K	Sell	300 -7,656	-96%	-$335K	﹤0.01%	140
2022 Q2	$322K	Buy	7,956 +7,506	+1,668%	+$346K	0.09%	56
2022 Q1	$22.3K	Buy	+450	New	+$21.1K	﹤0.01%	128

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

De Burlo Group's WMT Position: Q4 2022 in Review

De Burlo Group sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 300 shares — an estimated $13K sold.

De Burlo Group first reported a position in WMT in Q1 2022 and held it in 3 quarters. The position peaked at $322K in Q2 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

De Burlo Group reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 300 Walmart Inc shares in Q4 2022, an estimated $13K.
De Burlo Group first reported a position in Walmart Inc in Q1 2022 and held it in 3 quarters.
De Burlo Group's Walmart Inc position peaked at $322K in Q2 2022.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.