Ownership history in Vestcor Inc Β· 25 quarters on record
This page tracks every 13F SEC filing in which Vestcor Inc reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Vestcor Inc outperformed the S&P 500 by +4.5% annually on this WMT position. Timing score: 42% (10/24 decisions correct). Average cost basis: $49.96. Maximum drawdown during holding period: β18.1%.
β
Outperformed SPY on this position by 4.5% ann.
24 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct
Best entry: $34.89 (2020 Q1) Β· Worst: $58.97 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 17 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size