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
2014 Q4	–	Sell	-90	Closed	-$1K	–	178
2014 Q3	$1K	Buy	+90	New	+$2.27K	﹤0.01%	170

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

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

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

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.