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Destination Wealth Management’s United Natural Foods UNFI Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-1,500
Closed -$13K – 480
2019
Q2 		$13K Buy
+1,500
New +$17.3K ﹤0.01% 419
2018
Q3 		– Sell
-50
Closed -$2K – 766
2018
Q2 		$2K Buy
+50
New +$2.21K ﹤0.01% 479

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destination Wealth Management's UNFI Position: Q3 2019 in Review

Destination Wealth Management sold out of United Natural Foods (UNFI) in Q3 2019, closing a stake of 1,500 shares — an estimated $13K sold.

Destination Wealth Management first reported a position in UNFI in Q2 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 206 funds tracked by Wall St. Rank hold UNFI as of Q3 2019.

  • Destination Wealth Management reported no remaining United Natural Foods position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,500 United Natural Foods shares in Q3 2019, an estimated $13K.
  • Destination Wealth Management first reported a position in United Natural Foods in Q2 2018 and held it in 2 quarters.
  • Destination Wealth Management's United Natural Foods position peaked at $13K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.