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GJO
Upturn stock ratingUpturn stock rating

Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC (GJO)

Upturn stock ratingUpturn stock rating
$25.11
Last Close (24-hour delay)
Profit since last BUY15.13%
upturn advisory
Consider higher Upturn Star rating
BUY since 328 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: GJO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$25.11
high$

Analysis of Past Performance

Type Stock
Historic Profit 15.13%
Avg. Invested days 328
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size ETF
Market Capitalization 0 USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta -
52 Weeks Range 23.38 - 25.26
Updated Date 02/27/2025
52 Weeks Range 23.38 - 25.26
Updated Date 02/27/2025
Dividends yield (FY) 3.20%
Basic EPS (TTM) -

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) -

Management Effectiveness

Return on Assets (TTM) -
Return on Equity (TTM) -

Valuation

Trailing PE -
Forward PE -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value to Revenue -
Enterprise Value to EBITDA -
Shares Outstanding -
Shares Floating -
Shares Outstanding -
Shares Floating -
Percent Insiders -
Percent Institutions -

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC

stock logo

Company Overview

overview logo History and Background

This trust was likely a unit investment trust (UIT) holding Wal Mart Stores Inc. securities, established in 2005. UITs have a fixed portfolio and terminate after a specific period. Series 2005-4 suggests it was the fourth series issued that year. Given the age, it has likely matured and no longer exists.

business area logo Core Business Areas

  • Investment Trust: The trust's core business was managing a fixed portfolio of securities, primarily Wal Mart Stores Inc. stock and/or bonds.

leadership logo Leadership and Structure

UITs typically have a trustee (often a bank or trust company) managing the portfolio according to the trust indenture. There is no CEO or executive team, as it is a passively managed fund.

Top Products and Market Share

overview logo Key Offerings

  • Units of the Trust: The trust offered units representing ownership in its fixed portfolio of Wal Mart Stores Inc. securities. No relevant market share or revenue data is available, as it was a closed-end, passively managed fund. Competitors would be similar UITs or index funds tracking retail or broad market indices.

Market Dynamics

industry overview logo Industry Overview

The UIT industry involves creating investment portfolios with a fixed set of assets. UITs were a popular vehicle for income generation and capital appreciation during the early 2000s.

Positioning

This trust was positioned as a way for investors to gain exposure to Wal Mart Stores Inc. securities without actively managing the portfolio. It was a relatively low-cost, passive investment option.

Total Addressable Market (TAM)

The TAM would have been the market for investment trusts and similar passive investment vehicles. Impossible to estimate precisely without knowing original size of the trust, but likely small relative to overall investment fund market.

Upturn SWOT Analysis

Strengths

  • Diversification within Wal Mart Securities (if applicable)
  • Passive Management
  • Relatively Low Fees
  • Transparent Holdings (at inception)

Weaknesses

  • Lack of Flexibility (fixed portfolio)
  • No Active Management (cannot respond to market changes)
  • Price determined by secondary market until maturity
  • Limited Potential Upside (dependent on Wal Mart)

Opportunities

  • Stable income stream (if Wal Mart paid dividends)
  • Capital appreciation from Wal Mart stock
  • Attract conservative investors seeking Wal Mart exposure

Threats

  • Decline in Wal Mart's stock price
  • Changes in Wal Mart's dividend policy
  • Interest rate risk (if bonds were held)
  • Economic downturn affecting Wal Mart's performance

Competitors and Market Share

competitor logo Key Competitors

  • VTI
  • SPY
  • ITOT

Competitive Landscape

As a specific UIT, it doesn't compete directly with broader market ETFs. UITs are typically niche products.

Growth Trajectory and Initiatives

Historical Growth: N/A - fixed portfolio, no 'growth' in the traditional sense.

Future Projections: N/A - trust has likely matured.

Recent Initiatives: N/A

Summary

Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC was a UIT designed to offer exposure to Wal Mart securities. Being established in 2005, it has most likely reached its maturity date and is no longer active. Its success depended primarily on Wal Mart's performance during its lifespan. UITs such as this are now much less popular with the introduction of ETF's with lower fees and higher liquidity. Any current investment would not be possible.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings (hypothetical)
  • Investment Trust Prospectus (hypothetical)

Disclaimers:

This analysis is based on general knowledge of UITs and hypothetical assumptions due to limited available information on this specific trust. Data is not guaranteed to be accurate and is for informational purposes only. This trust likely no longer exists.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC

Exchange NYSE
Headquaters -
IPO Launch date 2005-11-21
CEO -
Sector Financials
Industry Investment Banking & Investment Services
Full time employees -
Website
Full time employees -
Website

No Description Available