JO
WFM

John Overdeck’s Whole Foods Market Inc WFM Stock Holding History

John Overdeck’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
Q2 		– Sell
-8,000
Closed -$238K – 3496
2017
Q1 		$238K Sell
8,000
-13,200
-62% -$397K ﹤0.01% 2660
2016
Q4 		$652K Sell
21,200
-68,900
-76% -$2.07M ﹤0.01% 2320
2016
Q3 		$2.55M Buy
90,100
+45,500
+102% +$1.4M 0.01% 1293
2016
Q2 		$1.43M Buy
44,600
+37,600
+537% +$1.17M 0.01% 1491
2016
Q1 		$218K Buy
+7,000
New +$219K ﹤0.01% 2553

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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

John Overdeck's WFM Position: Q3 2017 in Review

John Overdeck sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 5,798 shares — an estimated $244K sold.

John Overdeck first reported a position in WFM in Q2 2013 and held it in 3 quarters. The position peaked at $12.4M in Q2 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • John Overdeck reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • John Overdeck sold 5,798 Whole Foods Market Inc shares in Q3 2017, an estimated $244K.
  • John Overdeck first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 3 quarters.
  • John Overdeck's Whole Foods Market Inc position peaked at $12.4M in Q2 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Two Sigma Investments's 13F filing for Q3 2017, filed 14 Nov 2017.