PAM
WFM

Princeton Alpha Management’s Whole Foods Market Inc WFM Stock Holding History

Princeton Alpha Management’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
-10,645
Closed -$331K – 1072
2016
Q1 		$331K Buy
+10,645
New +$333K 0.05% 489
2015
Q4 		– Sell
-21,150
Closed -$669K – 1011
2015
Q3 		$669K Buy
+21,150
New +$748K 0.14% 233
2015
Q2 		– Sell
-55,921
Closed -$2.91M – 993
2015
Q1 		$2.91M Buy
+55,921
New +$3M 0.63% 23
2014
Q4 		– Sell
-50,584
Closed -$1.93M – 935
2014
Q3 		$1.93M Sell
50,584
-17,192
-25% -$657K 0.44% 37
2014
Q2 		$2.62M Buy
67,776
+19,183
+39% +$836K 0.54% 30
2014
Q1 		$2.46M Buy
+48,593
New +$2.59M 0.77% 6

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return