DI
WFM

Diligent Investors’s Whole Foods Market Inc WFM Stock Holding History

Diligent Investors’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
2017
Q2 		– Sell
-23,830
Closed -$709K – 197
2017
Q1 		$709K Buy
23,830
+400
+2% +$12K 0.54% 48
2016
Q4 		$720K Hold
23,430
– – 0.57% 46
2016
Q3 		$664K Sell
23,430
-500
-2% -$15.4K 0.54% 48
2016
Q2 		$766K Sell
23,930
-250
-1% -$7.77K 0.73% 39
2016
Q1 		$752K Sell
24,180
-50
-0.2% -$1.56K 0.82% 37
2015
Q4 		$812K Hold
24,230
– – 0.92% 31
2015
Q3 		$738K Hold
24,230
– – 0.79% 37
2015
Q2 		$983K Hold
24,230
– – 1.03% 29
2015
Q1 		$1.17M Sell
24,230
-400
-2% -$21.4K 1.2% 23
2014
Q4 		$1.31M Buy
+24,630
New +$1.09M 1.33% 20

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diligent Investors's WFM Position: Q2 2017 in Review

Diligent Investors sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 23,830 shares — an estimated $709K sold.

Diligent Investors first reported a position in WFM in Q4 2014 and held it in 10 quarters. The position peaked at $1.31M in Q4 2014. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

  • Diligent Investors reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
  • Diligent Investors sold 23,830 Whole Foods Market Inc shares in Q2 2017, an estimated $709K.
  • Diligent Investors first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 10 quarters.
  • Diligent Investors's Whole Foods Market Inc position peaked at $1.31M in Q4 2014.
  • 617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Diligent Investors's 13F filing for Q2 2017, filed 11 Aug 2017.