LA
WFM

Lee Ainslie’s Whole Foods Market Inc WFM Stock Holding History

Lee Ainslie’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
2013
Q3 		– Sell
-1,730,042
Closed -$89.1M – 77
2013
Q2 		$89.1M Buy
+1,730,042
New +$83.5M 1.2% 36

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Ainslie's WFM Position: Q3 2013 in Review

Lee Ainslie sold out of Whole Foods Market Inc (WFM) in Q3 2013, closing a stake of 1,730,042 shares — an estimated $89.1M sold.

Lee Ainslie first reported a position in WFM in Q2 2013 and held it in 1 quarter. The position peaked at $89.1M in Q2 2013. 565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

  • Lee Ainslie reported no remaining Whole Foods Market Inc position as of Q3 2013 after selling out during the quarter.
  • Lee Ainslie sold 1,730,042 Whole Foods Market Inc shares in Q3 2013, an estimated $89.1M.
  • Lee Ainslie first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 1 quarter.
  • Lee Ainslie's Whole Foods Market Inc position peaked at $89.1M in Q2 2013.
  • 565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on Maverick Capital's 13F filing for Q3 2013, filed 14 Nov 2013.