Neuberger Berman Group
WFM

Neuberger Berman Group’s Whole Foods Market Inc WFM Stock Holding History

Neuberger Berman 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
2017
Q3 		– Sell
-114,600
Closed -$4.83M – 1686
2017
Q2 		$4.83M Sell
114,600
-685,400
-86% -$25M 0.01% 871
2017
Q1 		$23.8M Sell
800,000
-366,400
-31% -$11M 0.03% 559
2016
Q4 		$35.9M Sell
1,166,400
-105,000
-8% -$3.16M 0.05% 442
2016
Q3 		$36M Buy
1,271,400
+114,000
+10% +$3.51M 0.05% 453
2016
Q2 		$37.1M Buy
+1,157,400
New +$36M 0.05% 447

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Neuberger Berman Group's WFM Position: Q3 2017 in Review

Neuberger Berman Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 4,692,927 shares — an estimated $198M sold.

Neuberger Berman Group first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $255M in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Neuberger Berman Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Neuberger Berman Group sold 4,692,927 Whole Foods Market Inc shares in Q3 2017, an estimated $198M.
  • Neuberger Berman Group first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Neuberger Berman Group's Whole Foods Market Inc position peaked at $255M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Neuberger Berman Group's 13F filing for Q3 2017, filed 15 Nov 2017.