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Castleview Partners’s Sprouts Farmers Market SFM Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-574
Closed -$76.3K – 487
2024
Q4 		$76.3K Sell
574
-20
-3% -$2.66K 0.04% 286
2024
Q3 		$65.6K Hold
594
– – 0.04% 290
2024
Q2 		$49.7K Hold
594
– – 0.03% 332
2024
Q1 		$38.3K Hold
594
– – 0.02% 380
2023
Q4 		$28.6K Buy
+594
New +$26K 0.02% 388

Other funds holding SFM

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castleview Partners's SFM Position: Q1 2025 in Review

Castleview Partners sold out of Sprouts Farmers Market (SFM) in Q1 2025, closing a stake of 574 shares — an estimated $76.3K sold.

Castleview Partners first reported a position in SFM in Q4 2023 and held it in 5 quarters. The position peaked at $76.3K in Q4 2024. 716 funds tracked by Wall St. Rank hold SFM as of Q1 2025.

  • Castleview Partners reported no remaining Sprouts Farmers Market position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 574 Sprouts Farmers Market shares in Q1 2025, an estimated $76.3K.
  • Castleview Partners first reported a position in Sprouts Farmers Market in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Sprouts Farmers Market position peaked at $76.3K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.