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Kaizen Advisory’s Walmart Inc WMT Stock Holding History

Kaizen 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 		$361K Buy
11,628
+1,806
+18% +$57.9K 0.25% 130
2018
Q3 		$307K Hold
9,822
– – 0.16% 141
2018
Q2 		$280K Buy
9,822
+5,580
+132% +$159K 0.14% 138
2018
Q1 		$126K Hold
4,242
– – 0.12% 118
2017
Q4 		$140K Buy
+4,242
New +$130K 0.08% 129

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's WMT Position: Q4 2018 in Review

Kaizen Advisory increased its Walmart Inc (WMT) stake by 18% in Q4 2018, buying an estimated $57.9K and bringing the position to 11,628 shares worth $361K. The position accounts for 0.25% of the portfolio, ranked #130.

Kaizen Advisory first reported a position in WMT in Q4 2017 and has held it in 5 quarters since. 1,916 funds tracked by Wall St. Rank hold WMT as of Q4 2018.

  • Kaizen Advisory held 11,628 shares of Walmart Inc worth $361K as of Q4 2018.
  • Kaizen Advisory bought 1,806 Walmart Inc shares in Q4 2018, an estimated $57.9K.
  • Walmart Inc made up 0.25% of Kaizen Advisory's portfolio in Q4 2018, its #130 holding.
  • Kaizen Advisory first reported a position in Walmart Inc in Q4 2017 and has held it in 5 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.