Hermes Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Hermes Investment 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	-10,787	Closed	-$341K	–	230
2015 Q3	$341K	Hold	10,787	–	–	0.01%	199
2015 Q2	$425K	Hold	10,787	–	–	0.01%	204
2015 Q1	$562K	Buy	10,787 +4,200	+64%	+$225K	0.01%	183
2014 Q4	$332K	Hold	6,587	–	–	0.01%	217
2014 Q3	$251K	Hold	6,587	–	–	0.01%	226
2014 Q2	$254K	Hold	6,587	–	–	0.01%	242
2014 Q1	$334K	Buy	6,587 +1,787	+37%	+$95.2K	0.01%	228
2013 Q4	$278K	Hold	4,800	–	–	0.01%	231
2013 Q3	$281K	Hold	4,800	–	–	0.01%	220
2013 Q2	$247K	Buy	+4,800	New	+$232K	0.01%	237

Other funds holding WFM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hermes Investment Management's WFM Position: Q4 2015 in Review

Hermes Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 10,787 shares — an estimated $341K sold.

Hermes Investment Management first reported a position in WFM in Q2 2013 and held it in 10 quarters. The position peaked at $562K in Q1 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

Hermes Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
Hermes Investment Management sold 10,787 Whole Foods Market Inc shares in Q4 2015, an estimated $341K.
Hermes Investment Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 10 quarters.
Hermes Investment Management's Whole Foods Market Inc position peaked at $562K in Q1 2015.
642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Hermes Investment Management's 13F filing for Q4 2015, filed 28 Jan 2016.