JDC-JSC’s Walmart Inc WMT Stock Holding History

JDC-JSC’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 Q3	$979K	Buy	+21,000	New	+$934K	4.7%	9
2020 Q2	–	Sell	-9,300	Closed	-$352K	–	29
2020 Q1	$352K	Buy	+9,300	New	+$358K	1.53%	18

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JDC-JSC's WMT Position: Q3 2020 in Review

JDC-JSC opened a new position in Walmart Inc (WMT) in Q3 2020: 21,000 shares worth $979K. The stake represents 4.7% of the portfolio and ranks #9 among its holdings. This is a return to the name: JDC-JSC previously reported a position in WMT as recently as Q1 2020.

JDC-JSC first reported a position in WMT in Q1 2020 and has held it in 2 quarters since. 2,292 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

JDC-JSC held 21,000 shares of Walmart Inc worth $979K as of Q3 2020.
Walmart Inc was a new JDC-JSC position in Q3 2020.
Walmart Inc made up 4.7% of JDC-JSC's portfolio in Q3 2020, its #9 holding.
JDC-JSC first reported a position in Walmart Inc in Q1 2020 and has held it in 2 quarters since.
2,292 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.