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Clearstead Advisors’s United Natural Foods UNFI Stock Holding History

Clearstead 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
2021
Q1 		– Sell
-340
Closed -$5K – 1184
2020
Q4 		$5K Buy
340
+60
+21% +$1K ﹤0.01% 810
2020
Q3 		$4K Hold
280
– – ﹤0.01% 771
2020
Q2 		$5K Buy
280
+85
+44% +$1.27K ﹤0.01% 677
2020
Q1 		$2K Buy
+195
New +$1.55K ﹤0.01% 736

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clearstead Advisors's UNFI Position: Q1 2021 in Review

Clearstead Advisors sold out of United Natural Foods (UNFI) in Q1 2021, closing a stake of 340 shares — an estimated $5K sold.

Clearstead Advisors first reported a position in UNFI in Q1 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 234 funds tracked by Wall St. Rank hold UNFI as of Q1 2021.

  • Clearstead Advisors reported no remaining United Natural Foods position as of Q1 2021 after selling out during the quarter.
  • Clearstead Advisors sold 340 United Natural Foods shares in Q1 2021, an estimated $5K.
  • Clearstead Advisors first reported a position in United Natural Foods in Q1 2020 and held it in 4 quarters.
  • Clearstead Advisors's United Natural Foods position peaked at $5K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2021.

Based on Clearstead Advisors's 13F filing for Q1 2021, filed 14 May 2021.