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Freedom Investment Management’s United Natural Foods UNFI Stock Holding History

Freedom Investment 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
-6,328
Closed -$234K – 908
2021
Q2 		$234K Sell
6,328
-21,632
-77% -$787K 0.02% 779
2021
Q1 		$921K Buy
27,960
+2,120
+8% +$59K 0.07% 326
2020
Q4 		$413K Sell
25,840
-1,502
-5% -$25.1K 0.05% 387
2020
Q3 		$407K Buy
+27,342
New +$519K 0.04% 333
2018
Q4 		– Sell
-6,268
Closed -$220K – 898
2018
Q3 		$220K Sell
6,268
-792
-11% -$28.7K 0.01% 814
2018
Q2 		$301K Buy
7,060
+876
+14% +$38.7K 0.02% 758
2018
Q1 		$266K Buy
6,184
+1,392
+29% +$63K 0.01% 920
2017
Q4 		$236K Buy
+4,792
New +$209K 0.01% 977

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's UNFI Position: Q3 2021 in Review

Freedom Investment Management sold out of United Natural Foods (UNFI) in Q3 2021, closing a stake of 6,328 shares — an estimated $234K sold.

Freedom Investment Management first reported a position in UNFI in Q4 2017 and held it in 8 quarters. The position peaked at $921K in Q1 2021. 262 funds tracked by Wall St. Rank hold UNFI as of Q3 2021.

  • Freedom Investment Management reported no remaining United Natural Foods position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 6,328 United Natural Foods shares in Q3 2021, an estimated $234K.
  • Freedom Investment Management first reported a position in United Natural Foods in Q4 2017 and held it in 8 quarters.
  • Freedom Investment Management's United Natural Foods position peaked at $921K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.