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Advisory Research’s Sprouts Farmers Market SFM Stock Holding History

Advisory Research’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,676
Closed -$995K – 290
2023
Q4 		$995K Sell
20,676
-9,267
-31% -$405K 0.15% 157
2023
Q3 		$1.28M Buy
+29,943
New +$1.17M 0.18% 159

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's SFM Position: Q1 2024 in Review

Advisory Research sold out of Sprouts Farmers Market (SFM) in Q1 2024, closing a stake of 20,676 shares — an estimated $995K sold.

Advisory Research first reported a position in SFM in Q3 2023 and held it in 2 quarters. The position peaked at $1.28M in Q3 2023. 477 funds tracked by Wall St. Rank hold SFM as of Q1 2024.

  • Advisory Research reported no remaining Sprouts Farmers Market position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 20,676 Sprouts Farmers Market shares in Q1 2024, an estimated $995K.
  • Advisory Research first reported a position in Sprouts Farmers Market in Q3 2023 and held it in 2 quarters.
  • Advisory Research's Sprouts Farmers Market position peaked at $1.28M in Q3 2023.
  • 477 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.