MIP
WFM

Marietta Investment Partners’s Whole Foods Market Inc WFM Stock Holding History

Marietta Investment Partners’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
Q4 		– Sell
-4,500
Closed -$263K – 138
2013
Q3 		$263K Sell
4,500
-94
-2% -$5.19K 0.1% 115
2013
Q2 		$236K Buy
+4,594
New +$222K 0.1% 116

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Marietta Investment Partners's WFM Position: Q4 2013 in Review

Marietta Investment Partners sold out of Whole Foods Market Inc (WFM) in Q4 2013, closing a stake of 4,500 shares — an estimated $263K sold.

Marietta Investment Partners first reported a position in WFM in Q2 2013 and held it in 2 quarters. The position peaked at $263K in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Marietta Investment Partners reported no remaining Whole Foods Market Inc position as of Q4 2013 after selling out during the quarter.
  • Marietta Investment Partners sold 4,500 Whole Foods Market Inc shares in Q4 2013, an estimated $263K.
  • Marietta Investment Partners first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 2 quarters.
  • Marietta Investment Partners's Whole Foods Market Inc position peaked at $263K in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Marietta Investment Partners's 13F filing for Q4 2013, filed 7 Feb 2014.