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Capital Performance Advisors’s United Natural Foods UNFI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-56
Closed -$942 – 2547
2024
Q3 		$942 Buy
+56
New +$801 ﹤0.01% 1937

Other funds holding UNFI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Performance Advisors's UNFI Position: Q4 2024 in Review

Capital Performance Advisors sold out of United Natural Foods (UNFI) in Q4 2024, closing a stake of 56 shares — an estimated $942 sold.

Capital Performance Advisors first reported a position in UNFI in Q3 2024 and held it in 1 quarter. The position peaked at $942 in Q3 2024. 260 funds tracked by Wall St. Rank hold UNFI as of Q4 2024.

  • Capital Performance Advisors reported no remaining United Natural Foods position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 56 United Natural Foods shares in Q4 2024, an estimated $942.
  • Capital Performance Advisors first reported a position in United Natural Foods in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's United Natural Foods position peaked at $942 in Q3 2024.
  • 260 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.