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Disciplined Investments’s United Natural Foods UNFI Stock Holding History

Disciplined Investments’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
-9
Closed -$176 – 1460
2023
Q2 		$176 Buy
9
+7
+350% +$176 ﹤0.01% 1522
2023
Q1 		$53 Sell
2
-8
-80% -$292 ﹤0.01% 1630
2022
Q4 		$387 Sell
10
-1
-9% -$41 ﹤0.01% 1272
2022
Q3 		$0 Buy
11
+2
+22% +$85 ﹤0.01% 1629
2022
Q2 		$0 Buy
9
+2
+29% +$84 ﹤0.01% 1637
2022
Q1 		$0 Buy
+7
New +$286 ﹤0.01% 1628

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's UNFI Position: Q3 2023 in Review

Disciplined Investments sold out of United Natural Foods (UNFI) in Q3 2023, closing a stake of 9 shares — an estimated $176 sold.

Disciplined Investments first reported a position in UNFI in Q1 2022 and held it in 6 quarters. The position peaked at $387 in Q4 2022. 229 funds tracked by Wall St. Rank hold UNFI as of Q3 2023.

  • Disciplined Investments reported no remaining United Natural Foods position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 United Natural Foods shares in Q3 2023, an estimated $176.
  • Disciplined Investments first reported a position in United Natural Foods in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Natural Foods position peaked at $387 in Q4 2022.
  • 229 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.