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Strategic Investment Solutions’s Sprouts Farmers Market SFM Stock Holding History

Strategic Investment Solutions’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
Q4 		$9.62K Sell
200
-12,400
-98% -$542K ﹤0.01% 764
2023
Q3 		$494K Buy
12,600
+12,400
+6,200% +$486K 0.01% 397
2023
Q2 		$6.56K Hold
200
– – ﹤0.01% 616
2023
Q1 		$7.01K Buy
+200
New +$6.47K ﹤0.01% 699

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strategic Investment Solutions's SFM Position: Q4 2023 in Review

Strategic Investment Solutions reduced its Sprouts Farmers Market (SFM) stake by 98% in Q4 2023, selling an estimated $542K and leaving 200 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Strategic Investment Solutions first reported a position in SFM in Q1 2023 and has held it in 4 quarters since. The position peaked at $494K in Q3 2023. 452 funds tracked by Wall St. Rank hold SFM as of Q4 2023.

  • Strategic Investment Solutions held 200 shares of Sprouts Farmers Market worth $9.62K as of Q4 2023.
  • Strategic Investment Solutions sold 12,400 Sprouts Farmers Market shares in Q4 2023, an estimated $542K.
  • Sprouts Farmers Market made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #764 holding.
  • Strategic Investment Solutions first reported a position in Sprouts Farmers Market in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's Sprouts Farmers Market position peaked at $494K in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.