SCFS
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S.C. Financial Services’s Walmart Inc WMT Stock Holding History

S.C. Financial Services’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
2022
Q4 		$873K Buy
18,465
+900
+5% +$42.7K 1.34% 19
2022
Q3 		$759K Sell
17,565
-4,509
-20% -$198K 1.2% 21
2022
Q2 		$895K Buy
22,074
+99
+0.5% +$4.57K 1.38% 17
2022
Q1 		$1.09M Hold
21,975
– – 1.4% 14
2021
Q4 		$1.07M Buy
+21,975
New +$1.05M 1.23% 20

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

S.C. Financial Services's WMT Position: Q4 2022 in Review

S.C. Financial Services increased its Walmart Inc (WMT) stake by 5.1% in Q4 2022, buying an estimated $42.7K and bringing the position to 18,465 shares worth $873K. The position accounts for 1.34% of the portfolio, ranked #19.

S.C. Financial Services first reported a position in WMT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

  • S.C. Financial Services held 18,465 shares of Walmart Inc worth $873K as of Q4 2022.
  • S.C. Financial Services bought 900 Walmart Inc shares in Q4 2022, an estimated $42.7K.
  • Walmart Inc made up 1.34% of S.C. Financial Services's portfolio in Q4 2022, its #19 holding.
  • S.C. Financial Services first reported a position in Walmart Inc in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Walmart Inc position peaked at $1.09M in Q1 2022.
  • 2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.