Jim Simons
WFM

Jim Simons’s Whole Foods Market Inc WFM Stock Holding History

Jim Simons’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
2017
Q3 		– Sell
-2,461,148
Closed -$104M – 3526
2017
Q2 		$104M Buy
2,461,148
+872,300
+55% +$31.8M 0.13% 163
2017
Q1 		$47.2M Buy
1,588,848
+1,407,200
+775% +$42.4M 0.07% 372
2016
Q4 		$5.59M Buy
181,648
+103,848
+133% +$3.12M 0.01% 1583
2016
Q3 		$2.21M Sell
77,800
-75,748
-49% -$2.33M ﹤0.01% 2129
2016
Q2 		$4.92M Sell
153,548
-93,100
-38% -$2.89M 0.01% 1615
2016
Q1 		$7.67M Sell
246,648
-1,158,400
-82% -$36.3M 0.01% 1317
2015
Q4 		$47.1M Sell
1,405,048
-456,007
-25% -$14.5M 0.1% 224
2015
Q3 		$58.9M Buy
1,861,055
+548,707
+42% +$19.4M 0.14% 128
2015
Q2 		$51.8M Buy
1,312,348
+711,400
+118% +$31.8M 0.12% 165
2015
Q1 		$31.3M Buy
600,948
+123,900
+26% +$6.64M 0.07% 386
2014
Q4 		$24.1M Sell
477,048
-218,000
-31% -$9.6M 0.06% 414
2014
Q3 		$26.5M Sell
695,048
-2,139,100
-75% -$81.7M 0.07% 336
2014
Q2 		$109M Sell
2,834,148
-884,952
-24% -$38.6M 0.26% 63
2014
Q1 		$189M Sell
3,719,100
-1,235,500
-25% -$65.8M 0.45% 24
2013
Q4 		$287M Sell
4,954,600
-569,648
-10% -$33.8M 0.69% 13
2013
Q3 		$323M Buy
5,524,248
+284,300
+5% +$15.7M 0.78% 9
2013
Q2 		$270M Buy
+5,239,948
New +$253M 0.71% 12

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Jim Simons's WFM Position: Q3 2017 in Review

Jim Simons sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,461,148 shares — an estimated $104M sold.

Jim Simons first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $323M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Jim Simons reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Jim Simons sold 2,461,148 Whole Foods Market Inc shares in Q3 2017, an estimated $104M.
  • Jim Simons first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Jim Simons's Whole Foods Market Inc position peaked at $323M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.