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Fiduciary Management Inc’s Walmart Inc WMT Stock Holding History

Fiduciary Management Inc’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
2014
Q2 		– Sell
-22,585,863
Closed -$575M – 70
2014
Q1 		$575M Sell
22,585,863
-613,050
-3% -$15.4M 3.11% 14
2013
Q4 		$609M Buy
23,198,913
+110,541
+0.5% +$2.85M 3.19% 14
2013
Q3 		$569M Buy
23,088,372
+7,881
+0% +$199K 3.48% 11
2013
Q2 		$573M Buy
+23,080,491
New +$592M 3.57% 9

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fiduciary Management Inc's WMT Position: Q2 2014 in Review

Fiduciary Management Inc sold out of Walmart Inc (WMT) in Q2 2014, closing a stake of 22,585,863 shares — an estimated $575M sold.

Fiduciary Management Inc first reported a position in WMT in Q2 2013 and held it in 4 quarters. The position peaked at $609M in Q4 2013. 1,397 funds tracked by Wall St. Rank hold WMT as of Q2 2014.

  • Fiduciary Management Inc reported no remaining Walmart Inc position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Management Inc sold 22,585,863 Walmart Inc shares in Q2 2014, an estimated $575M.
  • Fiduciary Management Inc first reported a position in Walmart Inc in Q2 2013 and held it in 4 quarters.
  • Fiduciary Management Inc's Walmart Inc position peaked at $609M in Q4 2013.
  • 1,397 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2014.

Based on Fiduciary Management Inc's 13F filing for Q2 2014, filed 13 Aug 2014.