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Kiwi Wealth Investments Limited Partnership’s Walmart Inc WMT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-178,611
Closed -$9.36M – 195
2023
Q2 		$9.36M Hold
178,611
– – 0.58% 45
2023
Q1 		$8.78M Buy
178,611
+33,624
+23% +$1.6M 0.57% 49
2022
Q4 		$6.85M Sell
144,987
-8,409
-5% -$399K 0.46% 59
2022
Q3 		$6.22M Hold
153,396
– – 0.43% 63
2022
Q2 		$6.22M Sell
153,396
-67,236
-30% -$3.1M 0.43% 63
2022
Q1 		$11M Sell
220,632
-91,260
-29% -$4.28M 0.59% 40
2021
Q4 		$15M Buy
311,892
+136,305
+78% +$6.51M 0.71% 33
2021
Q3 		$8.16M Buy
+175,587
New +$8.46M 0.42% 65
2021
Q1 		– Sell
-153,957
Closed -$7.4M – 290
2020
Q4 		$7.4M Sell
153,957
-83,100
-35% -$4.04M 0.44% 62
2020
Q3 		$11.1M Sell
237,057
-143,331
-38% -$6.37M 0.77% 32
2020
Q2 		$15.2M Buy
+380,388
New +$15.6M 1.23% 17
2019
Q4 		– Sell
-273,627
Closed -$10.8M – 215
2019
Q3 		$10.8M Buy
+273,627
New +$10.3M 0.87% 32
2019
Q2 		– Sell
-212,979
Closed -$6.92M – 217
2019
Q1 		$6.92M Sell
212,979
-47,472
-18% -$1.54M 0.63% 49
2018
Q4 		$8.09M Sell
260,451
-117,843
-31% -$3.78M 0.85% 33
2018
Q3 		$11.8M Buy
+378,294
New +$11.6M 1.11% 23

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WMT Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Walmart Inc (WMT) in Q3 2023, closing a stake of 178,611 shares — an estimated $9.36M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WMT in Q3 2018 and held it in 15 quarters. The position peaked at $15.2M in Q2 2020. 2,923 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Walmart Inc position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 178,611 Walmart Inc shares in Q3 2023, an estimated $9.36M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Walmart Inc in Q3 2018 and held it in 15 quarters.
  • Kiwi Wealth Investments Limited Partnership's Walmart Inc position peaked at $15.2M in Q2 2020.
  • 2,923 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.