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Demars Financial Group’s United Natural Foods UNFI Stock Holding History

Demars Financial Group’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
Q3 		– Sell
-6,590
Closed -$244K – 94
2021
Q2 		$244K Hold
6,590
– – 0.15% 78
2021
Q1 		$217K Buy
+6,590
New +$184K 0.15% 77

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Demars Financial Group's UNFI Position: Q3 2021 in Review

Demars Financial Group sold out of United Natural Foods (UNFI) in Q3 2021, closing a stake of 6,590 shares — an estimated $244K sold.

Demars Financial Group first reported a position in UNFI in Q1 2021 and held it in 2 quarters. The position peaked at $244K in Q2 2021. 262 funds tracked by Wall St. Rank hold UNFI as of Q3 2021.

  • Demars Financial Group reported no remaining United Natural Foods position as of Q3 2021 after selling out during the quarter.
  • Demars Financial Group sold 6,590 United Natural Foods shares in Q3 2021, an estimated $244K.
  • Demars Financial Group first reported a position in United Natural Foods in Q1 2021 and held it in 2 quarters.
  • Demars Financial Group's United Natural Foods position peaked at $244K in Q2 2021.
  • 262 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2021.

Based on Demars Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.