MIH
WFM

Madison Investment Holdings’s Whole Foods Market Inc WFM Stock Holding History

Madison Investment Holdings’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
Q3 		– Sell
-149,596
Closed -$4.79M – 251
2016
Q2 		$4.79M Buy
+149,596
New +$4.65M 0.1% 160
2015
Q2 		– Sell
-4,920
Closed -$256K – 241
2015
Q1 		$256K Sell
4,920
-163,075
-97% -$8.74M 0.01% 220
2014
Q4 		$8.47M Sell
167,995
-8,280
-5% -$365K 0.18% 122
2014
Q3 		$6.72M Buy
176,275
+67,850
+63% +$2.59M 0.15% 128
2014
Q2 		$4.19M Buy
+108,425
New +$4.73M 0.09% 150

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Madison Investment Holdings's WFM Position: Q3 2016 in Review

Madison Investment Holdings sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 149,596 shares — an estimated $4.79M sold.

Madison Investment Holdings first reported a position in WFM in Q2 2014 and held it in 5 quarters. The position peaked at $8.47M in Q4 2014. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

  • Madison Investment Holdings reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
  • Madison Investment Holdings sold 149,596 Whole Foods Market Inc shares in Q3 2016, an estimated $4.79M.
  • Madison Investment Holdings first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 5 quarters.
  • Madison Investment Holdings's Whole Foods Market Inc position peaked at $8.47M in Q4 2014.
  • 601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on Madison Investment Holdings's 13F filing for Q3 2016, filed 14 Nov 2016.