LBG
WFM

Lloyds Banking Group’s Whole Foods Market Inc WFM Stock Holding History

Lloyds Banking Group’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
Q4 		– Sell
-11,472
Closed -$437K – 467
2014
Q3 		$437K Buy
11,472
+10,270
+854% +$392K 0.12% 186
2014
Q2 		$46K Sell
1,202
-76,759
-98% -$3.35M 0.01% 436
2014
Q1 		$3.95M Buy
77,961
+6,455
+9% +$344K 0.04% 340
2013
Q4 		$4.13M Buy
71,506
+12,054
+20% +$715K 0.04% 337
2013
Q3 		$3.48M Sell
59,452
-4,552
-7% -$251K 0.04% 332
2013
Q2 		$3.29M Buy
+64,004
New +$3.09M 0.03% 323

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lloyds Banking Group's WFM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Whole Foods Market Inc (WFM) in Q4 2014, closing a stake of 11,472 shares — an estimated $437K sold.

Lloyds Banking Group first reported a position in WFM in Q2 2013 and held it in 6 quarters. The position peaked at $4.13M in Q4 2013. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Lloyds Banking Group reported no remaining Whole Foods Market Inc position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 11,472 Whole Foods Market Inc shares in Q4 2014, an estimated $437K.
  • Lloyds Banking Group first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Whole Foods Market Inc position peaked at $4.13M in Q4 2013.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.