Evoke Wealth’s United Natural Foods UNFI Stock Holding History

Evoke Wealth’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	-69	Closed	-$3K	–	1216
2021 Q2	$3K	Buy	+69	New	+$2.51K	﹤0.01%	1009

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evoke Wealth's UNFI Position: Q3 2021 in Review

Evoke Wealth sold out of United Natural Foods (UNFI) in Q3 2021, closing a stake of 69 shares — an estimated $3K sold.

Evoke Wealth first reported a position in UNFI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 262 funds tracked by Wall St. Rank hold UNFI as of Q3 2021.

Evoke Wealth reported no remaining United Natural Foods position as of Q3 2021 after selling out during the quarter.
Evoke Wealth sold 69 United Natural Foods shares in Q3 2021, an estimated $3K.
Evoke Wealth first reported a position in United Natural Foods in Q2 2021 and held it in 1 quarter.
Evoke Wealth's United Natural Foods position peaked at $3K in Q2 2021.
262 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2021.

Based on Evoke Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.