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Hays Advisory’s Walmart Inc WMT Stock Holding History

Hays Advisory’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 		– Sell
-8,343
Closed -$261K – 67
2018
Q3 		$261K Buy
8,343
+702
+9% +$21.5K 0.17% 66
2018
Q2 		$218K Sell
7,641
-339
-4% -$9.64K 0.12% 66
2018
Q1 		$237K Sell
7,980
-3,753
-32% -$121K 0.11% 74
2017
Q4 		$386K Buy
11,733
+186
+2% +$5.69K 0.14% 65
2017
Q3 		$301K Buy
11,547
+744
+7% +$19.5K 0.09% 63
2017
Q2 		$273K Buy
10,803
+609
+6% +$15.5K 0.07% 67
2017
Q1 		$245K Buy
10,194
+1,071
+12% +$24.6K 0.06% 70
2016
Q4 		$210K Buy
+9,123
New +$213K 0.05% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hays Advisory's WMT Position: Q4 2018 in Review

Hays Advisory sold out of Walmart Inc (WMT) in Q4 2018, closing a stake of 8,343 shares — an estimated $261K sold.

Hays Advisory first reported a position in WMT in Q4 2016 and held it in 8 quarters. The position peaked at $386K in Q4 2017. 1,917 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Hays Advisory reported no remaining Walmart Inc position as of Q4 2018 after selling out during the quarter.
  • Hays Advisory sold 8,343 Walmart Inc shares in Q4 2018, an estimated $261K.
  • Hays Advisory first reported a position in Walmart Inc in Q4 2016 and held it in 8 quarters.
  • Hays Advisory's Walmart Inc position peaked at $386K in Q4 2017.
  • 1,917 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Hays Advisory's 13F filing for Q4 2018.