Institutional & Family Asset Management’s Sprouts Farmers Market SFM Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-25	Closed	-$809	–	753
2022 Q4	$809	Buy	+25	New	+$778	﹤0.01%	619
2022 Q3	–	Sell	-329	Closed	-$8K	–	765
2022 Q2	$8K	Sell	329 -114	-26%	-$3.17K	﹤0.01%	424
2022 Q1	$14K	Sell	443 -8	-2%	-$239	﹤0.01%	404
2021 Q4	$13K	Hold	451	–	–	﹤0.01%	414
2021 Q3	$10K	Hold	451	–	–	﹤0.01%	551
2021 Q2	$11K	Hold	451	–	–	﹤0.01%	581
2021 Q1	$12K	Hold	451	–	–	﹤0.01%	545
2020 Q4	$9K	Hold	451	–	–	﹤0.01%	557
2020 Q3	$9K	Sell	451 -42	-9%	-$1.01K	﹤0.01%	507
2020 Q2	$13K	Sell	493 -280	-36%	-$6.41K	﹤0.01%	457
2020 Q1	$14K	Buy	773 +215	+39%	+$3.6K	﹤0.01%	415
2019 Q4	$11K	Hold	558	–	–	﹤0.01%	497
2019 Q3	$11K	Buy	558 +26	+5%	+$477	﹤0.01%	466
2019 Q2	$10K	Hold	532	–	–	﹤0.01%	498
2019 Q1	$11K	Hold	532	–	–	﹤0.01%	494
2018 Q4	$13K	Hold	532	–	–	﹤0.01%	438
2018 Q3	$15K	Hold	532	–	–	﹤0.01%	473
2018 Q2	$12K	Sell	532 -7	-1%	-$158	﹤0.01%	501
2018 Q1	$13K	Buy	+539	New	+$13.8K	﹤0.01%	464

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's SFM Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Sprouts Farmers Market (SFM) in Q1 2023, closing a stake of 25 shares — an estimated $809 sold.

Institutional & Family Asset Management first reported a position in SFM in Q1 2018 and held it in 19 quarters. The position peaked at $15K in Q3 2018. 393 funds tracked by Wall St. Rank hold SFM as of Q1 2023.

Institutional & Family Asset Management reported no remaining Sprouts Farmers Market position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 25 Sprouts Farmers Market shares in Q1 2023, an estimated $809.
Institutional & Family Asset Management first reported a position in Sprouts Farmers Market in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Sprouts Farmers Market position peaked at $15K in Q3 2018.
393 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.