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
2021 Q3	–	Sell	-11	Closed	-$37K	–	1007
2021 Q2	$37K	Buy	+11	New	+$400	0.01%	661
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's UNFI Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of United Natural Foods (UNFI) in Q3 2021, closing a stake of 11 shares — an estimated $37K sold.

Financial Gravity Asset Management first reported a position in UNFI in Q1 2018 and held it in 6 quarters. The position peaked at $37K in Q2 2021. 262 funds tracked by Wall St. Rank hold UNFI as of Q3 2021.

Financial Gravity Asset Management reported no remaining United Natural Foods position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 11 United Natural Foods shares in Q3 2021, an estimated $37K.
Financial Gravity Asset Management first reported a position in United Natural Foods in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's United Natural Foods position peaked at $37K in Q2 2021.
262 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.