AFS
UNFI icon

Annapolis Financial Services’s United Natural Foods UNFI Stock Holding History

Annapolis Financial Services’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
2023
Q4 		– Sell
-95
Closed -$1.34K – 501
2023
Q3 		$1.34K Buy
+95
New +$1.86K ﹤0.01% 445

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Annapolis Financial Services's UNFI Position: Q4 2023 in Review

Annapolis Financial Services sold out of United Natural Foods (UNFI) in Q4 2023, closing a stake of 95 shares — an estimated $1.34K sold.

Annapolis Financial Services first reported a position in UNFI in Q3 2023 and held it in 1 quarter. The position peaked at $1.34K in Q3 2023. 243 funds tracked by Wall St. Rank hold UNFI as of Q4 2023.

  • Annapolis Financial Services reported no remaining United Natural Foods position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 95 United Natural Foods shares in Q4 2023, an estimated $1.34K.
  • Annapolis Financial Services first reported a position in United Natural Foods in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's United Natural Foods position peaked at $1.34K in Q3 2023.
  • 243 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.