Echo Street Capital Management’s Walmart Inc WMT Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-9,213	Closed	-$491K	–	425
2023 Q3	$491K	Buy	+9,213	New	+$490K	﹤0.01%	266
2023 Q2	–	Sell	-9,921	Closed	-$488K	–	618
2023 Q1	$488K	Sell	9,921 -8,547	-46%	-$406K	﹤0.01%	266
2022 Q4	$873K	Buy	18,468 +10,569	+134%	+$502K	0.01%	173
2022 Q3	$342K	Buy	7,899 +2,172	+38%	+$95.1K	﹤0.01%	366
2022 Q2	$232K	Buy	+5,727	New	+$264K	﹤0.01%	479
2022 Q1	–	Sell	-32,838	Closed	-$1.58M	–	758
2021 Q4	$1.58M	Buy	32,838 +14,955	+84%	+$714K	0.01%	182
2021 Q3	$831K	Buy	+17,883	New	+$862K	0.01%	287
2021 Q1	–	Sell	-17,205	Closed	-$827K	–	614
2020 Q4	$827K	Buy	+17,205	New	+$835K	0.01%	189

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Echo Street Capital Management's WMT Position: Q4 2023 in Review

Echo Street Capital Management sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 9,213 shares — an estimated $491K sold.

Echo Street Capital Management first reported a position in WMT in Q4 2020 and held it in 8 quarters. The position peaked at $1.58M in Q4 2021. 3,086 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

Echo Street Capital Management reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 9,213 Walmart Inc shares in Q4 2023, an estimated $491K.
Echo Street Capital Management first reported a position in Walmart Inc in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Walmart Inc position peaked at $1.58M in Q4 2021.
3,086 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.