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Epoch Investment Partners’s United Natural Foods UNFI Stock Holding History

Epoch Investment Partners’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
2016
Q4 		– Sell
-1,016,811
Closed -$40.7M – 306
2016
Q3 		$40.7M Sell
1,016,811
-350,473
-26% -$16.1M 0.15% 122
2016
Q2 		$64M Buy
1,367,284
+178,079
+15% +$6.84M 0.24% 105
2016
Q1 		$47.9M Buy
1,189,205
+229,790
+24% +$8.48M 0.18% 108
2015
Q4 		$37.8M Buy
+959,415
New +$44.9M 0.15% 113

Other funds holding UNFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Epoch Investment Partners's UNFI Position: Q4 2016 in Review

Epoch Investment Partners sold out of United Natural Foods (UNFI) in Q4 2016, closing a stake of 1,016,811 shares — an estimated $40.7M sold.

Epoch Investment Partners first reported a position in UNFI in Q4 2015 and held it in 4 quarters. The position peaked at $64M in Q2 2016. 292 funds tracked by Wall St. Rank hold UNFI as of Q4 2016.

  • Epoch Investment Partners reported no remaining United Natural Foods position as of Q4 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 1,016,811 United Natural Foods shares in Q4 2016, an estimated $40.7M.
  • Epoch Investment Partners first reported a position in United Natural Foods in Q4 2015 and held it in 4 quarters.
  • Epoch Investment Partners's United Natural Foods position peaked at $64M in Q2 2016.
  • 292 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2016.

Based on Epoch Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.