HeadInvest LLC’s Sprouts Farmers Market SFM Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-200	Closed	-$8.4K	–	605
2023 Q3	$8.4K	Buy	+200	New	+$7.84K	﹤0.01%	572

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

HeadInvest LLC's SFM Position: Q4 2023 in Review

HeadInvest LLC sold out of Sprouts Farmers Market (SFM) in Q4 2023, closing a stake of 200 shares — an estimated $8.4K sold.

HeadInvest LLC first reported a position in SFM in Q3 2023 and held it in 1 quarter. The position peaked at $8.4K in Q3 2023. 452 funds tracked by Wall St. Rank hold SFM as of Q4 2023.

HeadInvest LLC reported no remaining Sprouts Farmers Market position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 200 Sprouts Farmers Market shares in Q4 2023, an estimated $8.4K.
HeadInvest LLC first reported a position in Sprouts Farmers Market in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Sprouts Farmers Market position peaked at $8.4K in Q3 2023.
452 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.