Mason Street Advisors’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-573,729
Closed -$27.6M 1253
2020
Q4
$27.6M Sell
573,729
-11,340
-2% -$551K 0.47% 31
2020
Q3
$27.3M Sell
585,069
-21,384
-4% -$951K 0.53% 27
2020
Q2
$24.2M Sell
606,453
-747
-0.1% -$30.7K 0.49% 37
2020
Q1
$23M Hold
607,200
0.53% 32
2019
Q4
$24.1M Sell
607,200
-627
-0.1% -$24.9K 0.46% 34
2019
Q3
$24M Buy
607,827
+9,342
+2% +$353K 0.49% 33
2019
Q2
$22M Sell
598,485
-10,791
-2% -$372K 0.46% 34
2019
Q1
$19.8M Buy
609,276
+7,167
+1% +$232K 0.4% 40
2018
Q4
$18.7M Sell
602,109
-3,117
-0.5% -$99.9K 0.45% 35
2018
Q3
$18.9M Sell
605,226
-3,708
-0.6% -$113K 0.39% 40
2018
Q2
$17.4M Buy
608,934
+2,334
+0.4% +$66.3K 0.38% 41
2018
Q1
$18M Sell
606,600
-5,055
-0.8% -$163K 0.41% 41
2017
Q4
$20.1M Buy
611,655
+2,076
+0.3% +$63.5K 0.45% 40
2017
Q3
$15.9M Sell
609,579
-5,439
-0.9% -$143K 0.38% 47
2017
Q2
$15.5M Sell
615,018
-9,279
-1% -$236K 0.39% 43
2017
Q1
$15M Buy
624,297
+6,312
+1% +$145K 0.39% 42
2016
Q4
$14.2M Buy
617,985
+2,859
+0.5% +$66.7K 0.39% 40
2016
Q3
$14.8M Sell
615,126
-1,971
-0.3% -$47.8K 0.42% 38
2016
Q2
$15M Sell
617,097
-9,855
-2% -$228K 0.44% 41
2016
Q1
$14.3M Buy
626,952
+12,060
+2% +$264K 0.44% 40
2015
Q4
$12.6M Buy
614,892
+2,352
+0.4% +$47.2K 0.39% 45
2015
Q3
$13.2M Buy
612,540
+2,943
+0.5% +$67.5K 0.45% 39
2015
Q2
$14.4M Sell
609,597
-594
-0.1% -$15.1K 0.44% 41
2015
Q1
$16.7M Sell
610,191
-433,044
-42% -$12.3M 0.51% 33
2014
Q4
$29.9M Sell
1,043,235
-4,857
-0.5% -$131K 0.21% 110
2014
Q3
$26.7M Sell
1,048,092
-32,613
-3% -$823K 0.21% 106
2014
Q2
$27M Sell
1,080,705
-317,487
-23% -$8.16M 0.21% 103
2014
Q1
$35.6M Sell
1,398,192
-93,960
-6% -$2.36M 0.29% 55
2013
Q4
$39.1M Buy
1,492,152
+74,154
+5% +$1.92M 0.32% 49
2013
Q3
$35M Buy
1,417,998
+58,071
+4% +$1.46M 0.4% 43
2013
Q2
$33.8M Buy
+1,359,927
New +$34.9M 0.37% 50

Other funds holding WMT

Mason Street Advisors's WMT Position: Q1 2021 in Review

Mason Street Advisors sold out of Walmart Inc (WMT) in Q1 2021, closing a stake of 573,729 shares — an estimated $27.6M sold.

Mason Street Advisors first reported a position in WMT in Q2 2013 and held it in 31 quarters. The position peaked at $39.1M in Q4 2013. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

  • Mason Street Advisors reported no remaining Walmart Inc position as of Q1 2021 after selling out during the quarter.
  • Mason Street Advisors sold 573,729 Walmart Inc shares in Q1 2021, an estimated $27.6M.
  • Mason Street Advisors first reported a position in Walmart Inc in Q2 2013 and held it in 31 quarters.
  • Mason Street Advisors's Walmart Inc position peaked at $39.1M in Q4 2013.
  • 2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Mason Street Advisors's 13F filing for Q1 2021, filed 14 May 2021.