HWG Holdings’s Walmart Inc WMT Stock Holding History

HWG Holdings’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
2019 Q4	$833K	Buy	21,018 +14,073	+203%	+$559K	0.68%	32
2019 Q3	$275K	Buy	+6,945	New	+$262K	0.25%	55

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWG Holdings's WMT Position: Q4 2019 in Review

HWG Holdings increased its Walmart Inc (WMT) stake by 203% in Q4 2019, buying an estimated $559K and bringing the position to 21,018 shares worth $833K. The position accounts for 0.68% of the portfolio, ranked #32.

HWG Holdings first reported a position in WMT in Q3 2019 and has held it in 2 quarters since. 2,141 funds tracked by Wall St. Rank hold WMT as of Q4 2019.

HWG Holdings held 21,018 shares of Walmart Inc worth $833K as of Q4 2019.
HWG Holdings bought 14,073 Walmart Inc shares in Q4 2019, an estimated $559K.
Walmart Inc made up 0.68% of HWG Holdings's portfolio in Q4 2019, its #32 holding.
HWG Holdings first reported a position in Walmart Inc in Q3 2019 and has held it in 2 quarters since.
2,141 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.