AWM
UNFI icon

Avitas Wealth Management’s United Natural Foods UNFI Stock Holding History

Avitas Wealth 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
2018
Q3 		– Sell
-74,782
Closed -$3.19M – 163
2018
Q2 		$3.19M Buy
+74,782
New +$3.3M 0.99% 32

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Avitas Wealth Management's UNFI Position: Q3 2018 in Review

Avitas Wealth Management sold out of United Natural Foods (UNFI) in Q3 2018, closing a stake of 74,782 shares — an estimated $3.19M sold.

Avitas Wealth Management first reported a position in UNFI in Q2 2018 and held it in 1 quarter. The position peaked at $3.19M in Q2 2018. 274 funds tracked by Wall St. Rank hold UNFI as of Q3 2018.

  • Avitas Wealth Management reported no remaining United Natural Foods position as of Q3 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 74,782 United Natural Foods shares in Q3 2018, an estimated $3.19M.
  • Avitas Wealth Management first reported a position in United Natural Foods in Q2 2018 and held it in 1 quarter.
  • Avitas Wealth Management's United Natural Foods position peaked at $3.19M in Q2 2018.
  • 274 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2018.

Based on Avitas Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.