Baker Avenue Asset Management’s Sprouts Farmers Market SFM Stock Holding History

Baker Avenue Asset Management’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
2023 Q4	–	Sell	-14	Closed	-$599	–	1291
2023 Q3	$599	Hold	14	–	–	﹤0.01%	1396
2023 Q2	$514	Hold	14	–	–	﹤0.01%	1391
2023 Q1	$490	Hold	14	–	–	﹤0.01%	1442
2022 Q4	$453	Buy	+14	New	+$436	﹤0.01%	1375

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Baker Avenue Asset Management's SFM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Sprouts Farmers Market (SFM) in Q4 2023, closing a stake of 14 shares — an estimated $599 sold.

Baker Avenue Asset Management first reported a position in SFM in Q4 2022 and held it in 4 quarters. The position peaked at $599 in Q3 2023. 453 funds tracked by Wall St. Rank hold SFM as of Q4 2023.

Baker Avenue Asset Management reported no remaining Sprouts Farmers Market position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 14 Sprouts Farmers Market shares in Q4 2023, an estimated $599.
Baker Avenue Asset Management first reported a position in Sprouts Farmers Market in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Sprouts Farmers Market position peaked at $599 in Q3 2023.
453 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.