Lee Capital Holdings’s Walmart Inc WMT Stock Holding History

Lee Capital Holdings’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
2021 Q2	–	Sell	-19,500	Closed	-$883K	–	90
2021 Q1	$883K	Buy	19,500 +7,500	+63%	+$347K	0.39%	68
2020 Q4	$577K	Buy	+12,000	New	+$583K	0.34%	65

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lee Capital Holdings's WMT Position: Q2 2021 in Review

Lee Capital Holdings sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 19,500 shares — an estimated $883K sold.

Lee Capital Holdings first reported a position in WMT in Q4 2020 and held it in 2 quarters. The position peaked at $883K in Q1 2021. 2,498 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

Lee Capital Holdings reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
Lee Capital Holdings sold 19,500 Walmart Inc shares in Q2 2021, an estimated $883K.
Lee Capital Holdings first reported a position in Walmart Inc in Q4 2020 and held it in 2 quarters.
Lee Capital Holdings's Walmart Inc position peaked at $883K in Q1 2021.
2,498 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Lee Capital Holdings's 13F filing for Q2 2021, filed 16 Aug 2021.