Leonard Green & Partners’s Walmart Inc WMT Stock Holding History

Leonard Green & Partners’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	-4,500,000	Closed	-$204M	–	52
2021 Q1	$204M	Buy	+4,500,000	New	+$208M	2.61%	13
2020 Q3	–	Sell	-1,500,000	Closed	-$59.9M	–	43
2020 Q2	$59.9M	Buy	+1,500,000	New	+$61.7M	11.17%	4

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

Leonard Green & Partners's WMT Position: Q2 2020 in Review

Leonard Green & Partners sold out of Walmart Inc (WMT) in Q2 2020, closing a stake of 150,000 shares — an estimated $6.17M sold.

Leonard Green & Partners first reported a position in WMT in Q4 2018 and held it in 2 quarters. The position peaked at $5.68M in Q1 2020. 2,180 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

Leonard Green & Partners reported no remaining Walmart Inc position as of Q2 2020 after selling out during the quarter.
Leonard Green & Partners sold 150,000 Walmart Inc shares in Q2 2020, an estimated $6.17M.
Leonard Green & Partners first reported a position in Walmart Inc in Q4 2018 and held it in 2 quarters.
Leonard Green & Partners's Walmart Inc position peaked at $5.68M in Q1 2020.
2,180 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Leonard Green & Partners's 13F filing for Q2 2020, filed 14 Aug 2020.