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Evanston Advisors’s Walmart Inc WMT Stock Holding History

Evanston Advisors’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
2018
Q4 		$1.03M Sell
33,201
-32,622
-50% -$1.05M 0.28% 37
2018
Q3 		$2.06M Buy
+65,823
New +$2.01M 0.45% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evanston Advisors's WMT Position: Q4 2018 in Review

Evanston Advisors reduced its Walmart Inc (WMT) stake by 50% in Q4 2018, selling an estimated $1.05M and leaving 33,201 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #37.

Evanston Advisors first reported a position in WMT in Q3 2018 and has held it in 2 quarters since. The position peaked at $2.06M in Q3 2018. 1,916 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Evanston Advisors held 33,201 shares of Walmart Inc worth $1.03M as of Q4 2018.
  • Evanston Advisors sold 32,622 Walmart Inc shares in Q4 2018, an estimated $1.05M.
  • Walmart Inc made up 0.28% of Evanston Advisors's portfolio in Q4 2018, its #37 holding.
  • Evanston Advisors first reported a position in Walmart Inc in Q3 2018 and has held it in 2 quarters since.
  • Evanston Advisors's Walmart Inc position peaked at $2.06M in Q3 2018.
  • 1,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.