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Evergreen Wealth Solutions’s Sprouts Farmers Market SFM Stock Holding History

Evergreen Wealth Solutions’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
2024
Q3 		– Sell
-2,515
Closed -$210K – 118
2024
Q2 		$210K Buy
+2,515
New +$183K 0.15% 107
2023
Q4 		– Sell
-4,830
Closed -$207K – 115
2023
Q3 		$207K Buy
+4,830
New +$189K 0.21% 98

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
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

Evergreen Wealth Solutions's SFM Position: Q3 2024 in Review

Evergreen Wealth Solutions sold out of Sprouts Farmers Market (SFM) in Q3 2024, closing a stake of 2,515 shares — an estimated $210K sold.

Evergreen Wealth Solutions first reported a position in SFM in Q3 2023 and held it in 2 quarters. The position peaked at $210K in Q2 2024. 603 funds tracked by Wall St. Rank hold SFM as of Q3 2024.

  • Evergreen Wealth Solutions reported no remaining Sprouts Farmers Market position as of Q3 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,515 Sprouts Farmers Market shares in Q3 2024, an estimated $210K.
  • Evergreen Wealth Solutions first reported a position in Sprouts Farmers Market in Q3 2023 and held it in 2 quarters.
  • Evergreen Wealth Solutions's Sprouts Farmers Market position peaked at $210K in Q2 2024.
  • 603 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.