Enlightenment Research’s Walmart Inc WMT Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-23,400	Closed	-$948K	–	162
2022 Q2	$948K	Buy	+23,400	New	+$1.08M	2.04%	13
2021 Q3	–	Sell	-14,100	Closed	-$663K	–	212
2021 Q2	$663K	Buy	+14,100	New	+$657K	0.84%	35
2019 Q3	–	Sell	-14,100	Closed	-$483K	–	285
2019 Q2	$483K	Sell	14,100 -21,900	-61%	-$755K	0.25%	118
2019 Q1	$1.17M	Buy	+36,000	New	+$1.17M	2.28%	11

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Enlightenment Research's WMT Position: Q3 2022 in Review

Enlightenment Research sold out of Walmart Inc (WMT) in Q3 2022, closing a stake of 23,400 shares — an estimated $948K sold.

Enlightenment Research first reported a position in WMT in Q1 2019 and held it in 4 quarters. The position peaked at $1.17M in Q1 2019. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

Enlightenment Research reported no remaining Walmart Inc position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 23,400 Walmart Inc shares in Q3 2022, an estimated $948K.
Enlightenment Research first reported a position in Walmart Inc in Q1 2019 and held it in 4 quarters.
Enlightenment Research's Walmart Inc position peaked at $1.17M in Q1 2019.
2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.