Vault-13

Wal-Mart de Mexico SAB de CV WMMVY

COM · ADR · CUSIP 93114W107

18 institutional holders +4 vs Q1 2023
291,156291.2k shares reported held*
$10.7mreported value*
4 new 3 added 4 reduced 1 sold out net bought ≈ $1.7m (+28.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.78.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 16Q4 22: 17Q1 23: 14Q2 23: 1818Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202216
Q4 202217
Q1 202314
Q2 202318

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 5 bought or addedQ4 22: 7 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 9 cut or sold outQ1 23Q2 23: 7 bought or addedQ2 23: 5 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202257
Q1 202339
Q2 202375

Biggest buyers

RHUMBLINE ADVISERS New +19,836+19.8k
MAI Capital Management New +15,041+15.0k
SYSTM Wealth Solutions LLC New +6,472+6.5k
MayTech Global Investments, LLC Added +3,675+3.7k
MITCHELL CAPITAL MANAGEMENT CO Added +1,198+1.2k
PNC Financial Services Group, Inc. Added +79+79
ORG Partners LLC New +41+41

Biggest sellers

Tandem Investment Advisors, Inc. Sold out -15,944-15.9k
Madison Asset Management, LLC Reduced -1,626-1.6k
Horrell Capital Management, Inc. Reduced -416-416
YOUSIF CAPITAL MANAGEMENT, LLC Reduced -310-310
Henry James International Management Inc. Reduced -4-4

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Madison Asset Management, LLC 0.04% of their portfolio MADISON, WI 66,60466.6k $2.6m $2.6m 0.04% Reduced -1.6k -1,626
2 MayTech Global Investments, LLC 0.36% of their portfolio New York, NY 46,25146.3k $1.8m $1.8m 0.36% Added +3.7k +3,675
3 MITCHELL CAPITAL MANAGEMENT CO 0.27% of their portfolio LEAWOOD, KS 30,19230.2k $1.2m $1.2m 0.27% Added +1.2k +1,198
4 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 28,99929.0k $1.1m $1.1m 0.01% Reduced -310 -310
5 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 25,39625.4k $1.0m $1.0m 0.01% Unchanged
6 Henry James International Management Inc. 0.38% of their portfolio NEW YORK, NY 21,98922.0k $866.6k $866.6k 0.38% Reduced -4 -4
7 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,83619.8k $781.7k $781.7k 0.00% New
8 COMERICA BANK 0.00% of their portfolio DALLAS, TX 19,53319.5k $14 $14 0.00% First filing
9 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 15,04115.0k $595.4k $595.4k 0.01% New
10 SYSTM Wealth Solutions LLC 0.03% of their portfolio Chicago, IL 6,4726.5k $256.2k $256.2k 0.03% New
11 Lester Murray Antman dba SimplyRich 0.08% of their portfolio CARLSBAD, CA 6,0006.0k $236.0k $236.0k 0.08% Unchanged
12 MONETARY MANAGEMENT GROUP INC 0.02% of their portfolio ST LOUIS, MO 2,0002.0k $79.2k $79.2k 0.02% Unchanged
13 Coston, McIsaac & Partners 0.02% of their portfolio BAR HARBOR, ME 1,6161.6k $63.0k $63.0k 0.02% Unchanged
14 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 622622 $24.6k $24.6k 0.00% Added +79 +79
15 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 356356 $14.0k $14.0k 0.00% Unchanged
16 Horrell Capital Management, Inc. 0.00% of their portfolio LITTLE ROCK, AR 208208 $8.0k $8.0k 0.00% Reduced -416 -416
17 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 4141 $1.6k $1.6k 0.00% New
18 Erste Asset Management GmbH 0.00% of their portfolio VIENNA, C4 00 $0 $0 0.00% Unchanged