Lazard Asset Management
WFM

Lazard Asset Management’s Whole Foods Market Inc WFM Stock Holding History

Lazard Asset 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
2014
Q2 		– Sell
-800
Closed -$40K – 1089
2014
Q1 		$40K Sell
800
-68
-8% -$3.62K ﹤0.01% 909
2013
Q4 		$50K Buy
+868
New +$51.5K ﹤0.01% 906

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Brown Advisory
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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management's WFM Position: Q2 2014 in Review

Lazard Asset Management sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 800 shares — an estimated $40K sold.

Lazard Asset Management first reported a position in WFM in Q4 2013 and held it in 2 quarters. The position peaked at $50K in Q4 2013. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • Lazard Asset Management reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • Lazard Asset Management sold 800 Whole Foods Market Inc shares in Q2 2014, an estimated $40K.
  • Lazard Asset Management first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 2 quarters.
  • Lazard Asset Management's Whole Foods Market Inc position peaked at $50K in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on Lazard Asset Management's 13F filing for Q2 2014, filed 12 Aug 2014.