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Okabena Investment Services’s Sprouts Farmers Market SFM Stock Holding History

Okabena Investment Services’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-72
Closed -$2.52K – 227
2023
Q1 		$2.52K Sell
72
-31,350
-100% -$1.01M ﹤0.01% 159
2022
Q4 		$3.12M Buy
+31,422
New +$978K 2.06% 11

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's SFM Position: Q2 2023 in Review

Okabena Investment Services sold out of Sprouts Farmers Market (SFM) in Q2 2023, closing a stake of 72 shares — an estimated $2.52K sold.

Okabena Investment Services first reported a position in SFM in Q4 2022 and held it in 2 quarters. The position peaked at $3.12M in Q4 2022. 405 funds tracked by Wall St. Rank hold SFM as of Q2 2023.

  • Okabena Investment Services reported no remaining Sprouts Farmers Market position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 72 Sprouts Farmers Market shares in Q2 2023, an estimated $2.52K.
  • Okabena Investment Services first reported a position in Sprouts Farmers Market in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Sprouts Farmers Market position peaked at $3.12M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.