RI
WFM

Relational Investors’s Whole Foods Market Inc WFM Stock Holding History

Relational Investors’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
2014
Q3 		– Sell
-190,845
Closed -$7.37M – 19
2014
Q2 		$7.37M Buy
+190,845
New +$8.32M 0.11% 20

Other funds holding WFM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Relational Investors's WFM Position: Q3 2014 in Review

Relational Investors sold out of Whole Foods Market Inc (WFM) in Q3 2014, closing a stake of 190,845 shares — an estimated $7.37M sold.

Relational Investors first reported a position in WFM in Q2 2014 and held it in 1 quarter. The position peaked at $7.37M in Q2 2014. 612 funds tracked by Wall St. Rank hold WFM as of Q3 2014.

  • Relational Investors reported no remaining Whole Foods Market Inc position as of Q3 2014 after selling out during the quarter.
  • Relational Investors sold 190,845 Whole Foods Market Inc shares in Q3 2014, an estimated $7.37M.
  • Relational Investors first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 1 quarter.
  • Relational Investors's Whole Foods Market Inc position peaked at $7.37M in Q2 2014.
  • 612 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2014.

Based on Relational Investors's 13F filing for Q3 2014, filed 14 Nov 2014.