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Evergreen Capital Management’s United Natural Foods UNFI Stock Holding History

Evergreen Capital 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
2020
Q1 		– Sell
-18,595
Closed -$163K – 490
2019
Q4 		$163K Sell
18,595
-177
-0.9% -$1.43K 0.01% 450
2019
Q3 		$216K Buy
+18,772
New +$179K 0.02% 382

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Evergreen Capital Management's UNFI Position: Q1 2020 in Review

Evergreen Capital Management sold out of United Natural Foods (UNFI) in Q1 2020, closing a stake of 18,595 shares — an estimated $163K sold.

Evergreen Capital Management first reported a position in UNFI in Q3 2019 and held it in 2 quarters. The position peaked at $216K in Q3 2019. 190 funds tracked by Wall St. Rank hold UNFI as of Q1 2020.

  • Evergreen Capital Management reported no remaining United Natural Foods position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 18,595 United Natural Foods shares in Q1 2020, an estimated $163K.
  • Evergreen Capital Management first reported a position in United Natural Foods in Q3 2019 and held it in 2 quarters.
  • Evergreen Capital Management's United Natural Foods position peaked at $216K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.