Crewe Advisors’s United Natural Foods UNFI Stock Holding History

Crewe 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 Q3	–	Sell	-6	Closed	-$118	–	898
2023 Q2	$118	Buy	+6	New	+$151	﹤0.01%	845

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's UNFI Position: Q3 2023 in Review

Crewe Advisors sold out of United Natural Foods (UNFI) in Q3 2023, closing a stake of 6 shares — an estimated $118 sold.

Crewe Advisors first reported a position in UNFI in Q2 2023 and held it in 1 quarter. The position peaked at $118 in Q2 2023. 229 funds tracked by Wall St. Rank hold UNFI as of Q3 2023.

Crewe Advisors reported no remaining United Natural Foods position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 6 United Natural Foods shares in Q3 2023, an estimated $118.
Crewe Advisors first reported a position in United Natural Foods in Q2 2023 and held it in 1 quarter.
Crewe Advisors's United Natural Foods position peaked at $118 in Q2 2023.
229 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.