JIM
WFM

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

Jupiter 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
2016
Q4 		– Sell
-68
Closed -$1K – 459
2016
Q3 		$1K Hold
68
– – ﹤0.01% 361
2016
Q2 		$2K Sell
68
-268,366
-100% -$8.34M ﹤0.01% 422
2016
Q1 		$8.35M Buy
268,434
+139,852
+109% +$4.38M 0.17% 142
2015
Q4 		$4.31M Buy
128,582
+66,740
+108% +$2.12M 0.11% 140
2015
Q3 		$1.96M Buy
+61,842
New +$2.19M 0.06% 165

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jupiter Investment Management's WFM Position: Q4 2016 in Review

Jupiter Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 68 shares — an estimated $1K sold.

Jupiter Investment Management first reported a position in WFM in Q3 2015 and held it in 5 quarters. The position peaked at $8.35M in Q1 2016. 640 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

  • Jupiter Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 68 Whole Foods Market Inc shares in Q4 2016, an estimated $1K.
  • Jupiter Investment Management first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 5 quarters.
  • Jupiter Investment Management's Whole Foods Market Inc position peaked at $8.35M in Q1 2016.
  • 640 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on Jupiter Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.