CSM Advisors’s United Natural Foods UNFI Stock Holding History

CSM 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
2022 Q1	–	Sell	-24,500	Closed	-$1.2M	–	157
2021 Q4	$1.2M	Hold	24,500	–	–	0.08%	102
2021 Q3	$1.19M	Hold	24,500	–	–	0.09%	92
2021 Q2	$907K	Sell	24,500 -6,550	-21%	-$238K	0.06%	106
2021 Q1	$1.02M	Buy	+31,050	New	+$865K	0.14%	68

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSM Advisors's UNFI Position: Q1 2022 in Review

CSM Advisors sold out of United Natural Foods (UNFI) in Q1 2022, closing a stake of 24,500 shares — an estimated $1.2M sold.

CSM Advisors first reported a position in UNFI in Q1 2021 and held it in 4 quarters. The position peaked at $1.2M in Q4 2021. 288 funds tracked by Wall St. Rank hold UNFI as of Q1 2022.

CSM Advisors reported no remaining United Natural Foods position as of Q1 2022 after selling out during the quarter.
CSM Advisors sold 24,500 United Natural Foods shares in Q1 2022, an estimated $1.2M.
CSM Advisors first reported a position in United Natural Foods in Q1 2021 and held it in 4 quarters.
CSM Advisors's United Natural Foods position peaked at $1.2M in Q4 2021.
288 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2022.

Based on CSM Advisors's 13F filing for Q1 2022, filed 16 May 2022.