Sumitomo Mitsui Trust Group
WFM

Sumitomo Mitsui Trust Group’s Whole Foods Market Inc WFM Stock Holding History

Sumitomo Mitsui Trust 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
-944,030
Closed -$39.8M – 918
2017
Q2 		$39.8M Buy
944,030
+4,884
+0.5% +$178K 0.06% 353
2017
Q1 		$27.9M Buy
939,146
+9,162
+1% +$276K 0.04% 464
2016
Q4 		$28.6M Sell
929,984
-10,695
-1% -$322K 0.05% 440
2016
Q3 		$26.7M Sell
940,679
-21,725
-2% -$669K 0.04% 463
2016
Q2 		$30.8M Sell
962,404
-5,582
-0.6% -$174K 0.05% 396
2016
Q1 		$30.1M Sell
967,986
-2,655
-0.3% -$83.1K 0.05% 400
2015
Q4 		$32.8M Sell
970,641
-589
-0.1% -$18.7K 0.06% 368
2015
Q3 		$30.7M Buy
971,230
+60,831
+7% +$2.15M 0.06% 374
2015
Q2 		$35.9M Sell
910,399
-5,888
-0.6% -$263K 0.06% 347
2015
Q1 		$47.7M Buy
916,287
+71,600
+8% +$3.84M 0.09% 282
2014
Q4 		$42.5M Sell
844,687
-41,314
-5% -$1.82M 0.08% 283
2014
Q3 		$33.8M Buy
886,001
+6,653
+0.8% +$254K 0.07% 335
2014
Q2 		$34M Buy
879,348
+20,364
+2% +$888K 0.07% 331
2014
Q1 		$43.6M Sell
858,984
-24,986
-3% -$1.33M 0.09% 255
2013
Q4 		$51M Sell
883,970
-35,877
-4% -$2.13M 0.11% 220
2013
Q3 		$53.8M Sell
919,847
-14,466
-2% -$799K 0.12% 210
2013
Q2 		$48M Buy
+934,313
New +$45.1M 0.11% 222

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

Sumitomo Mitsui Trust Group's WFM Position: Q3 2017 in Review

Sumitomo Mitsui Trust Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 944,030 shares — an estimated $39.8M sold.

Sumitomo Mitsui Trust Group first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $53.8M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Sumitomo Mitsui Trust Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 944,030 Whole Foods Market Inc shares in Q3 2017, an estimated $39.8M.
  • Sumitomo Mitsui Trust Group first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Sumitomo Mitsui Trust Group's Whole Foods Market Inc position peaked at $53.8M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2017, filed 7 Nov 2017.