CIA
UNFI icon

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

Cascade 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
2019
Q4 		– Sell
-25,955
Closed -$299K – 279
2019
Q3 		$299K Buy
25,955
+775
+3% +$7.4K 0.23% 96
2019
Q2 		$226K Buy
25,180
+2,390
+10% +$27.5K 0.19% 96
2019
Q1 		$301K Buy
22,790
+1,075
+5% +$14.5K 0.27% 85
2018
Q4 		$230K Buy
21,715
+750
+4% +$15.8K 0.23% 89
2018
Q3 		$628K Buy
+20,965
New +$759K 0.53% 80

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
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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Cascade Investment Advisors's UNFI Position: Q4 2019 in Review

Cascade Investment Advisors sold out of United Natural Foods (UNFI) in Q4 2019, closing a stake of 25,955 shares — an estimated $299K sold.

Cascade Investment Advisors first reported a position in UNFI in Q3 2018 and held it in 5 quarters. The position peaked at $628K in Q3 2018. 189 funds tracked by Wall St. Rank hold UNFI as of Q4 2019.

  • Cascade Investment Advisors reported no remaining United Natural Foods position as of Q4 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 25,955 United Natural Foods shares in Q4 2019, an estimated $299K.
  • Cascade Investment Advisors first reported a position in United Natural Foods in Q3 2018 and held it in 5 quarters.
  • Cascade Investment Advisors's United Natural Foods position peaked at $628K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.