Anchor Investment Management’s UNIFI UFI Stock Holding History

Anchor Investment Management’s Portfolio UFI Stock Details UFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$17.7K	–	1004
2020 Q4	$17.7K	Hold	1,000	–	–	﹤0.01%	612
2020 Q3	$12.8K	Hold	1,000	–	–	﹤0.01%	618
2020 Q2	$12.9K	Sell	1,000 -3,100	-76%	-$36.7K	﹤0.01%	605
2020 Q1	$47.4K	Sell	4,100 -900	-18%	-$18.5K	0.01%	430
2019 Q4	$126K	Sell	5,000 -500	-9%	-$12.1K	0.03%	341
2019 Q3	$121K	Hold	5,500	–	–	0.03%	343
2019 Q2	$99.9K	Hold	5,500	–	–	0.02%	365
2019 Q1	$106K	Hold	5,500	–	–	0.03%	353
2018 Q4	$126K	Sell	5,500 -3,000	-35%	-$75.7K	0.04%	327
2018 Q3	$241K	Sell	8,500 -7,700	-48%	-$241K	0.06%	270
2018 Q2	$514K	Hold	16,200	–	–	0.13%	173
2018 Q1	$587K	Hold	16,200	–	–	0.15%	156
2017 Q4	$581K	Hold	16,200	–	–	0.15%	152
2017 Q3	$577K	Sell	16,200 -2,000	-11%	-$63.2K	0.17%	141
2017 Q2	$561K	Hold	18,200	–	–	0.19%	124
2017 Q1	$517K	Hold	18,200	–	–	0.18%	125
2016 Q4	$594K	Sell	18,200 -1,400	-7%	-$43K	0.22%	108
2016 Q3	$577K	Sell	19,600 -2,055	-9%	-$55.9K	0.22%	112
2016 Q2	$590K	Hold	21,655	–	–	0.23%	105
2016 Q1	$496K	Buy	+21,655	New	+$514K	0.2%	116

Other funds holding UFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Anchor Investment Management's UFI Position: Q1 2021 in Review

Anchor Investment Management sold out of UNIFI (UFI) in Q1 2021, closing a stake of 1,000 shares — an estimated $17.7K sold.

Anchor Investment Management first reported a position in UFI in Q1 2016 and held it in 20 quarters. The position peaked at $594K in Q4 2016. 114 funds tracked by Wall St. Rank hold UFI as of Q1 2021.

Anchor Investment Management reported no remaining UNIFI position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 1,000 UNIFI shares in Q1 2021, an estimated $17.7K.
Anchor Investment Management first reported a position in UNIFI in Q1 2016 and held it in 20 quarters.
Anchor Investment Management's UNIFI position peaked at $594K in Q4 2016.
114 funds tracked by Wall St. Rank held UNIFI as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.