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Michael B. Elefante’s Walmart Inc WMT Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-23,847
Closed -$607K – 136
2014
Q3 		$607K Hold
23,847
– – 0.26% 59
2014
Q2 		$597K Hold
23,847
– – 0.25% 59
2014
Q1 		$607K Hold
23,847
– – 0.26% 55
2013
Q4 		$626K Hold
23,847
– – 0.29% 54
2013
Q3 		$588K Buy
23,847
+1,152
+5% +$29K 0.29% 54
2013
Q2 		$564K Buy
+22,695
New +$582K 0.31% 52

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Michael B. Elefante's WMT Position: Q4 2014 in Review

Michael B. Elefante sold out of Walmart Inc (WMT) in Q4 2014, closing a stake of 23,847 shares — an estimated $607K sold.

Michael B. Elefante first reported a position in WMT in Q2 2013 and held it in 6 quarters. The position peaked at $626K in Q4 2013. 1,470 funds tracked by Wall St. Rank hold WMT as of Q4 2014.

  • Michael B. Elefante reported no remaining Walmart Inc position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 23,847 Walmart Inc shares in Q4 2014, an estimated $607K.
  • Michael B. Elefante first reported a position in Walmart Inc in Q2 2013 and held it in 6 quarters.
  • Michael B. Elefante's Walmart Inc position peaked at $626K in Q4 2013.
  • 1,470 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.