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Abundance Wealth Counselors’s United Natural Foods UNFI Stock Holding History

Abundance Wealth Counselors’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,398
Closed -$213K – 145
2022
Q2 		$213K Buy
5,398
+313
+6% +$13.2K 0.06% 134
2022
Q1 		$210K Buy
+5,085
New +$208K 0.06% 137
2021
Q2 		– Sell
-1,010
Closed -$33K – 321
2021
Q1 		$33K Buy
+1,010
New +$28.1K 0.01% 194

Other funds holding UNFI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abundance Wealth Counselors's UNFI Position: Q3 2022 in Review

Abundance Wealth Counselors sold out of United Natural Foods (UNFI) in Q3 2022, closing a stake of 5,398 shares — an estimated $213K sold.

Abundance Wealth Counselors first reported a position in UNFI in Q1 2021 and held it in 3 quarters. The position peaked at $213K in Q2 2022. 282 funds tracked by Wall St. Rank hold UNFI as of Q3 2022.

  • Abundance Wealth Counselors reported no remaining United Natural Foods position as of Q3 2022 after selling out during the quarter.
  • Abundance Wealth Counselors sold 5,398 United Natural Foods shares in Q3 2022, an estimated $213K.
  • Abundance Wealth Counselors first reported a position in United Natural Foods in Q1 2021 and held it in 3 quarters.
  • Abundance Wealth Counselors's United Natural Foods position peaked at $213K in Q2 2022.
  • 282 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2022.

Based on Abundance Wealth Counselors's 13F filing for Q3 2022, filed 1 Nov 2022.