Berman Capital Advisors’s Sprouts Farmers Market SFM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Buy	74 +8	+12%	+$195	﹤0.01%	1950
2021 Q2	$1K	Buy	+66	New	+$1.76K	﹤0.01%	1799
2020 Q4	–	Sell	-131	Closed	-$2K	–	1811
2020 Q3	$2K	Sell	131 -51	-28%	-$1.22K	﹤0.01%	1337
2020 Q2	$4K	Buy	+182	New	+$4.17K	﹤0.01%	1081
2020 Q1	–	Sell	-30	Closed	–	–	1643
2019 Q4	$0	Hold	30	–	–	﹤0.01%	1536
2019 Q3	$0	Sell	30 -92	-75%	-$1.69K	﹤0.01%	1563
2019 Q2	$2K	Buy	122 +37	+44%	+$771	﹤0.01%	1229
2019 Q1	$1K	Hold	85	–	–	﹤0.01%	1259
2018 Q4	$1K	Buy	+85	New	+$2.21K	﹤0.01%	1054

Other funds holding SFM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Berman Capital Advisors's SFM Position: Q3 2021 in Review

Berman Capital Advisors increased its Sprouts Farmers Market (SFM) stake by 12% in Q3 2021, buying an estimated $195 and bringing the position to 74 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Berman Capital Advisors first reported a position in SFM in Q4 2018 and has held it in 9 quarters since. The position peaked at $4K in Q2 2020. 330 funds tracked by Wall St. Rank hold SFM as of Q3 2021.

Berman Capital Advisors held 74 shares of Sprouts Farmers Market worth $1K as of Q3 2021.
Berman Capital Advisors bought 8 Sprouts Farmers Market shares in Q3 2021, an estimated $195.
Sprouts Farmers Market made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1950 holding.
Berman Capital Advisors first reported a position in Sprouts Farmers Market in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's Sprouts Farmers Market position peaked at $4K in Q2 2020.
330 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.