SIMT Tax-Managed Managed Volatility Fund WMT Holdings History
SIMT Tax-Managed Managed Volatility Fund's Walmart Inc Holding Summary
As of 2024-12-31, SEI INSTITUTIONAL MANAGED TRUST held 136,072.00 shares of Walmart Inc(WMT), totaling $12.29 Mil. This investment constitutes 1.69% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2019Q3. And since then SIMT Tax-Managed Managed Volatility Fund has made 1 purchases of WMT, at an average price of $38.07, for a total of 714,024.00 shares. In addition, there have been 9 sales at an average price of $52.44 for 577,952.00 shares. Based on historical transaction data and WMT's current price of $98.00, SIMT Tax-Managed Managed Volatility Fund's estimated gain on his WMT holdings is $16.46 Mil, reflecting a 60.56% gain to date.
SIMT Tax-Managed Managed Volatility Fund WMT ($98.00) Holding Chart
SIMT Tax-Managed Managed Volatility Fund WMT ($98.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
