Disciplined Investments’s Sprouts Farmers Market SFM Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-26	Closed	-$955	–	1295
2023 Q2	$955	Hold	26	–	–	﹤0.01%	988
2023 Q1	$911	Sell	26 -1	-4%	-$32	﹤0.01%	1003
2022 Q4	$874	Buy	27 +6	+29%	+$187	﹤0.01%	958
2022 Q3	$1K	Buy	21 +5	+31%	+$142	﹤0.01%	1071
2022 Q2	$0	Sell	16 -8	-33%	-$222	﹤0.01%	1583
2022 Q1	$1K	Buy	+24	New	+$718	﹤0.01%	1164

Other funds holding SFM

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Disciplined Investments's SFM Position: Q3 2023 in Review

Disciplined Investments sold out of Sprouts Farmers Market (SFM) in Q3 2023, closing a stake of 26 shares — an estimated $955 sold.

Disciplined Investments first reported a position in SFM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 418 funds tracked by Wall St. Rank hold SFM as of Q3 2023.

Disciplined Investments reported no remaining Sprouts Farmers Market position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 26 Sprouts Farmers Market shares in Q3 2023, an estimated $955.
Disciplined Investments first reported a position in Sprouts Farmers Market in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Sprouts Farmers Market position peaked at $1K in Q3 2022.
418 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.