LC
WFM

Lourd Capital’s Whole Foods Market Inc WFM Stock Holding History

Lourd Capital’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
Q2 		– Sell
-9,314
Closed -$290K – 115
2016
Q1 		$290K Buy
9,314
+41
+0.4% +$1.28K 0.03% 87
2015
Q4 		$311K Buy
9,273
+121
+1% +$3.85K 0.03% 84
2015
Q3 		$290K Sell
9,152
-421
-4% -$14.9K 0.03% 82
2015
Q2 		$378K Sell
9,573
-124
-1% -$5.54K 0.04% 74
2015
Q1 		$505K Buy
9,697
+392
+4% +$21K 0.05% 62
2014
Q4 		$469K Buy
9,305
+28
+0.3% +$1.23K 0.04% 63
2014
Q3 		$354K Buy
9,277
+134
+1% +$5.12K 0.04% 70
2014
Q2 		$353K Buy
9,143
+58
+0.6% +$2.53K 0.04% 77
2014
Q1 		$461K Hold
9,085
– – 0.05% 62
2013
Q4 		$525K Buy
9,085
+85
+0.9% +$5.04K 0.06% 59
2013
Q3 		$527K Hold
9,000
– – 0.06% 51
2013
Q2 		$463K Buy
+9,000
New +$434K 0.06% 57

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return