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

BerganKDV 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
2023
Q2 		– Sell
-15
Closed -$396 – 1067
2023
Q1 		$396 Hold
15
– – ﹤0.01% 992
2022
Q4 		$581 Hold
15
– – ﹤0.01% 940
2022
Q3 		$1K Hold
15
– – ﹤0.01% 935
2022
Q2 		$1K Hold
15
– – ﹤0.01% 942
2022
Q1 		$1K Hold
15
– – ﹤0.01% 966
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1019
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1005
2021
Q2 		$1K Buy
+15
New +$546 ﹤0.01% 954

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's UNFI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of United Natural Foods (UNFI) in Q2 2023, closing a stake of 15 shares — an estimated $396 sold.

BerganKDV Wealth Management first reported a position in UNFI in Q2 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 248 funds tracked by Wall St. Rank hold UNFI as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining United Natural Foods position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 15 United Natural Foods shares in Q2 2023, an estimated $396.
  • BerganKDV Wealth Management first reported a position in United Natural Foods in Q2 2021 and held it in 8 quarters.
  • BerganKDV Wealth Management's United Natural Foods position peaked at $1K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.