AF
UNFI icon

Advisornet Financial’s United Natural Foods UNFI Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-62
Closed -$1.04K – 2263
2024
Q3 		$1.04K Hold
62
– – ﹤0.01% 1932
2024
Q2 		$812 Buy
+62
New +$696 ﹤0.01% 1861
2023
Q2 		– Sell
-12
Closed -$316 – 2494
2023
Q1 		$316 Buy
12
+9
+300% +$328 ﹤0.01% 2166
2022
Q4 		$116 Buy
+3
New +$124 ﹤0.01% 2280

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advisornet Financial's UNFI Position: Q4 2024 in Review

Advisornet Financial sold out of United Natural Foods (UNFI) in Q4 2024, closing a stake of 62 shares — an estimated $1.04K sold.

Advisornet Financial first reported a position in UNFI in Q4 2022 and held it in 4 quarters. The position peaked at $1.04K in Q3 2024. 260 funds tracked by Wall St. Rank hold UNFI as of Q4 2024.

  • Advisornet Financial reported no remaining United Natural Foods position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 62 United Natural Foods shares in Q4 2024, an estimated $1.04K.
  • Advisornet Financial first reported a position in United Natural Foods in Q4 2022 and held it in 4 quarters.
  • Advisornet Financial's United Natural Foods position peaked at $1.04K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.