CAM
WFM

Congress Asset Management’s Whole Foods Market Inc WFM Stock Holding History

Congress Asset Management’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,241
Closed -$482K – 233
2015
Q3 		$482K Sell
15,241
-801,108
-98% -$28.3M 0.01% 186
2015
Q2 		$32.2M Sell
816,349
-155,471
-16% -$6.95M 0.93% 42
2015
Q1 		$50.6M Buy
+971,820
New +$52.1M 1.21% 34
2014
Q1 		– Sell
-36,715
Closed -$2.12M – 251
2013
Q4 		$2.12M Sell
36,715
-190
-0.5% -$11.3K 0.06% 157
2013
Q3 		$2.16M Sell
36,905
-545
-1% -$30.1K 0.06% 154
2013
Q2 		$1.93M Buy
+37,450
New +$1.81M 0.06% 153

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return