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Bell Investment Advisors’s United Natural Foods UNFI Stock Holding History

Bell Investment Advisors’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
-36
Closed -$510 – 2003
2023
Q3 		$510 Sell
36
-20
-36% -$391 ﹤0.01% 1785
2023
Q2 		$1.09K Buy
56
+23
+70% +$578 ﹤0.01% 1568
2023
Q1 		$870 Buy
33
+5
+18% +$182 ﹤0.01% 1626
2022
Q4 		$1.08K Sell
28
-23
-45% -$952 ﹤0.01% 1542
2022
Q3 		$2K Buy
51
+14
+38% +$596 ﹤0.01% 1237
2022
Q2 		$1K Buy
+37
New +$1.55K ﹤0.01% 1638
2021
Q4 		$0 Buy
+10
New +$483 ﹤0.01% 1947

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

Bell Investment Advisors's UNFI Position: Q4 2023 in Review

Bell Investment Advisors sold out of United Natural Foods (UNFI) in Q4 2023, closing a stake of 36 shares — an estimated $510 sold.

Bell Investment Advisors first reported a position in UNFI in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 243 funds tracked by Wall St. Rank hold UNFI as of Q4 2023.

  • Bell Investment Advisors reported no remaining United Natural Foods position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 36 United Natural Foods shares in Q4 2023, an estimated $510.
  • Bell Investment Advisors first reported a position in United Natural Foods in Q4 2021 and held it in 7 quarters.
  • Bell Investment Advisors's United Natural Foods position peaked at $2K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.