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Anchor Investment Management’s United Natural Foods UNFI Stock Holding History

Anchor Investment Management’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
Q4 		– Sell
-500
Closed -$17.2K – 984
2022
Q3 		$17.2K Hold
500
– – ﹤0.01% 659
2022
Q2 		$19.7K Sell
500
-50
-9% -$2.1K ﹤0.01% 655
2022
Q1 		$22.7K Hold
550
– – ﹤0.01% 646
2021
Q4 		$27K Hold
550
– – ﹤0.01% 651
2021
Q3 		$26.6K Hold
550
– – ﹤0.01% 602
2021
Q2 		$20.3K Hold
550
– – ﹤0.01% 655
2021
Q1 		$18.1K Hold
550
– – ﹤0.01% 638
2020
Q4 		$8.78K Sell
550
-100
-15% -$1.67K ﹤0.01% 690
2020
Q3 		$9.67K Hold
650
– – ﹤0.01% 661
2020
Q2 		$11.8K Hold
650
– – ﹤0.01% 620
2020
Q1 		$5.97K Sell
650
-400
-38% -$3.17K ﹤0.01% 672
2019
Q4 		$9.2K Sell
1,050
-1,000
-49% -$8.06K ﹤0.01% 654
2019
Q3 		$23.6K Sell
2,050
-250
-11% -$2.39K 0.01% 545
2019
Q2 		$20.6K Buy
2,300
+500
+28% +$5.75K ﹤0.01% 556
2019
Q1 		$23.8K Sell
1,800
-200
-10% -$2.7K 0.01% 537
2018
Q4 		$21.2K Hold
2,000
– – 0.01% 537
2018
Q3 		$59.9K Buy
2,000
+1,600
+400% +$57.9K 0.01% 455
2018
Q2 		$17.1K Hold
400
– – ﹤0.01% 600
2018
Q1 		$17.2K Hold
400
– – ﹤0.01% 586
2017
Q4 		$19.7K Hold
400
– – 0.01% 567
2017
Q3 		$16.6K Hold
400
– – ﹤0.01% 573
2017
Q2 		$14.7K Hold
400
– – ﹤0.01% 527
2017
Q1 		$17.3K Hold
400
– – 0.01% 504
2016
Q4 		$19.1K Hold
400
– – 0.01% 471
2016
Q3 		$16K Hold
400
– – 0.01% 469
2016
Q2 		$18.7K Hold
400
– – 0.01% 451
2016
Q1 		$16.1K Buy
+400
New +$14.8K 0.01% 448

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Anchor Investment Management's UNFI Position: Q4 2022 in Review

Anchor Investment Management sold out of United Natural Foods (UNFI) in Q4 2022, closing a stake of 500 shares — an estimated $17.2K sold.

Anchor Investment Management first reported a position in UNFI in Q1 2016 and held it in 27 quarters. The position peaked at $59.9K in Q3 2018. 282 funds tracked by Wall St. Rank hold UNFI as of Q4 2022.

  • Anchor Investment Management reported no remaining United Natural Foods position as of Q4 2022 after selling out during the quarter.
  • Anchor Investment Management sold 500 United Natural Foods shares in Q4 2022, an estimated $17.2K.
  • Anchor Investment Management first reported a position in United Natural Foods in Q1 2016 and held it in 27 quarters.
  • Anchor Investment Management's United Natural Foods position peaked at $59.9K in Q3 2018.
  • 282 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.