Financial Gravity Asset Management’s United Natural Foods UNFI Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-39	Closed	-$284	–	1662
2022 Q4	$284	Buy	+39	New	+$1.61K	﹤0.01%	884
2021 Q3	–	Sell	-11	Closed	-$37K	–	1007
2021 Q2	$37K	Sell	11 -104	-90%	-$3.78K	0.01%	661
2021 Q1	$3.79K	Buy	115 +25	+28%	+$696	0.08%	169
2020 Q4	$1K	Buy	+90	New	+$1.51K	﹤0.01%	453
2019 Q2	–	Sell	-27	Closed	–	–	1674
2019 Q1	$0	Buy	+27	New	+$364	﹤0.01%	1552
2018 Q3	$1K	Buy	33 +10	+43%	+$362	﹤0.01%	1264
2018 Q2	$1K	Buy	23 +3	+15%	+$132	﹤0.01%	1294
2018 Q1	$1K	Buy	+20	New	+$905	﹤0.01%	1278

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Financial Gravity Asset Management's UNFI Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of United Natural Foods (UNFI) in Q1 2023, closing a stake of 39 shares — an estimated $284 sold.

Financial Gravity Asset Management first reported a position in UNFI in Q1 2018 and held it in 8 quarters. The position peaked at $37K in Q2 2021. 259 funds tracked by Wall St. Rank hold UNFI as of Q1 2023.

Financial Gravity Asset Management reported no remaining United Natural Foods position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 39 United Natural Foods shares in Q1 2023, an estimated $284.
Financial Gravity Asset Management first reported a position in United Natural Foods in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's United Natural Foods position peaked at $37K in Q2 2021.
259 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.