First Personal Financial Services’s United Natural Foods UNFI Stock Holding History

First Personal Financial Services’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
2024 Q3	$5.69K	Hold	338	–	–	﹤0.01%	338
2024 Q2	$4.43K	Hold	338	–	–	﹤0.01%	314
2024 Q1	$3.88K	Buy	+338	New	+$4.91K	﹤0.01%	318
2018 Q2	–	Sell	-8	Closed	–	–	922
2018 Q1	$0	Buy	+8	New	+$362	﹤0.01%	1075
2017 Q4	–	Sell	-300	Closed	-$12K	–	1008
2017 Q3	$12K	Hold	300	–	–	﹤0.01%	678
2017 Q2	$11K	Hold	300	–	–	﹤0.01%	705
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	661
2016 Q4	$14K	Hold	300	–	–	﹤0.01%	631
2016 Q3	$12K	Sell	300 -43	-13%	-$1.97K	﹤0.01%	546
2016 Q2	$16K	Hold	343	–	–	0.01%	461
2016 Q1	$14K	Buy	343 +43	+14%	+$1.59K	0.01%	250
2015 Q4	$12K	Sell	300 -24	-7%	-$1.12K	0.01%	285
2015 Q3	$16K	Hold	324	–	–	0.01%	250
2015 Q2	$21K	Buy	324 +200	+161%	+$13.5K	0.01%	229
2015 Q1	$10K	Hold	124	–	–	0.01%	278
2014 Q4	$9K	Buy	+124	New	+$8.77K	0.01%	269

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

First Personal Financial Services's UNFI Position: Q3 2024 in Review

First Personal Financial Services held its United Natural Foods (UNFI) position steady in Q3 2024 at 338 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

First Personal Financial Services first reported a position in UNFI in Q4 2014 and has held it in 16 quarters since. The position peaked at $21K in Q2 2015. 233 funds tracked by Wall St. Rank hold UNFI as of Q3 2024.

First Personal Financial Services held 338 shares of United Natural Foods worth $5.69K as of Q3 2024.
First Personal Financial Services left its United Natural Foods share count unchanged in Q3 2024.
United Natural Foods made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #338 holding.
First Personal Financial Services first reported a position in United Natural Foods in Q4 2014 and has held it in 16 quarters since.
First Personal Financial Services's United Natural Foods position peaked at $21K in Q2 2015.
233 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.