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First Capital Advisors Group’s United Natural Foods UNFI Stock Holding History

First Capital Advisors Group’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
Q2 		$2.23K Buy
+114
New +$2.86K ﹤0.01% 799
2018
Q2 		– Sell
-18
Closed -$1K – 728
2018
Q1 		$1K Buy
+18
New +$814 ﹤0.01% 838

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's UNFI Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in United Natural Foods (UNFI) in Q2 2023: 114 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in UNFI as recently as Q1 2018.

First Capital Advisors Group first reported a position in UNFI in Q1 2018 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold UNFI as of Q2 2023.

  • First Capital Advisors Group held 114 shares of United Natural Foods worth $2.23K as of Q2 2023.
  • United Natural Foods was a new First Capital Advisors Group position in Q2 2023.
  • United Natural Foods made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #799 holding.
  • First Capital Advisors Group first reported a position in United Natural Foods in Q1 2018 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.