HI
WMT icon

Handelsinvest Investeringsforvaltning’s Walmart Inc WMT Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$2M Sell
33,168
-5,994
-15% -$343K 0.96% 18
2023
Q4 		$2.06M Buy
+39,162
New +$2.07M 0.84% 18

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's WMT Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Walmart Inc (WMT) stake by 15% in Q1 2024, selling an estimated $343K and leaving 33,168 shares worth $2M. The position accounts for 0.96% of the portfolio, ranked #18.

Handelsinvest Investeringsforvaltning first reported a position in WMT in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.06M in Q4 2023. 3,207 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 33,168 shares of Walmart Inc worth $2M as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 5,994 Walmart Inc shares in Q1 2024, an estimated $343K.
  • Walmart Inc made up 0.96% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #18 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Walmart Inc in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Walmart Inc position peaked at $2.06M in Q4 2023.
  • 3,207 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.