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Insight 2811 Inc’s Walmart Inc WMT Stock Holding History

Insight 2811 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
2020
Q1 		– Sell
-20,559
Closed -$814K – 98
2019
Q4 		$814K Sell
20,559
-2,100
-9% -$83.4K 0.53% 28
2019
Q3 		$896K Sell
22,659
-531
-2% -$20K 0.64% 26
2019
Q2 		$868K Sell
23,190
-780
-3% -$26.9K 0.63% 25
2019
Q1 		$779K Sell
23,970
-300
-1% -$9.73K 0.6% 27
2018
Q4 		$754K Sell
24,270
-2,520
-9% -$80.8K 0.64% 25
2018
Q3 		$839K Sell
26,790
-1,500
-5% -$45.9K 0.57% 33
2018
Q2 		$808K Sell
28,290
-1,221
-4% -$34.7K 0.56% 34
2018
Q1 		$875K Sell
29,511
-300
-1% -$9.65K 0.63% 27
2017
Q4 		$981K Sell
29,811
-198
-0.7% -$6.06K 0.72% 23
2017
Q3 		$782K Sell
30,009
-1,200
-4% -$31.5K 0.58% 34
2017
Q2 		$787K Sell
31,209
-5,250
-14% -$133K 0.6% 35
2017
Q1 		$876K Hold
36,459
– – 0.67% 31
2016
Q4 		$840K Sell
36,459
-4,680
-11% -$109K 0.68% 26
2016
Q3 		$989K Sell
41,139
-19,479
-32% -$473K 0.62% 37
2016
Q2 		$1.48M Sell
60,618
-1,800
-3% -$41.7K 0.57% 31
2016
Q1 		$1.43M Buy
62,418
+2,478
+4% +$54.3K 0.56% 30
2015
Q4 		$1.23M Sell
59,940
-12,021
-17% -$241K 0.58% 30
2015
Q3 		$1.55M Buy
71,961
+12,900
+22% +$296K 0.91% 19
2015
Q2 		$1.4M Buy
59,061
+7,650
+15% +$195K 0.67% 23
2015
Q1 		$1.41M Sell
51,411
-3,900
-7% -$111K 0.66% 26
2014
Q4 		$1.58M Buy
55,311
+5,400
+11% +$146K 0.77% 19
2014
Q3 		$1.27M Buy
49,911
+28,200
+130% +$712K 0.55% 26
2014
Q2 		$543K Buy
21,711
+921
+4% +$23.7K 0.23% 78
2014
Q1 		$530K Buy
+20,790
New +$522K 0.22% 78
2013
Q3 		– Sell
-9,786
Closed -$243K – 168
2013
Q2 		$243K Buy
+9,786
New +$251K 0.13% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Insight 2811 Inc's WMT Position: Q1 2020 in Review

Insight 2811 Inc sold out of Walmart Inc (WMT) in Q1 2020, closing a stake of 20,559 shares — an estimated $814K sold.

Insight 2811 Inc first reported a position in WMT in Q2 2013 and held it in 25 quarters. The position peaked at $1.58M in Q4 2014. 2,123 funds tracked by Wall St. Rank hold WMT as of Q1 2020.

  • Insight 2811 Inc reported no remaining Walmart Inc position as of Q1 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 20,559 Walmart Inc shares in Q1 2020, an estimated $814K.
  • Insight 2811 Inc first reported a position in Walmart Inc in Q2 2013 and held it in 25 quarters.
  • Insight 2811 Inc's Walmart Inc position peaked at $1.58M in Q4 2014.
  • 2,123 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2020.

Based on Insight 2811 Inc's 13F filing for Q1 2020, filed 5 May 2020.