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Guardian Wealth Management (Illinois)’s United Natural Foods UNFI Stock Holding History

Guardian Wealth Management (Illinois)’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 		– Sell
-15
Closed -$395 – 241
2023
Q1 		$395 Hold
15
– – ﹤0.01% 232
2022
Q4 		$581 Sell
15
-15
-50% -$621 ﹤0.01% 237
2022
Q3 		$1K Hold
30
– – ﹤0.01% 227
2022
Q2 		$1K Hold
30
– – ﹤0.01% 215
2022
Q1 		$1K Buy
+30
New +$1.23K ﹤0.01% 225

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s UNFI Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of United Natural Foods (UNFI) in Q2 2023, closing a stake of 15 shares — an estimated $395 sold.

Guardian Wealth Management (Illinois) first reported a position in UNFI in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 248 funds tracked by Wall St. Rank hold UNFI as of Q2 2023.

  • Guardian Wealth Management (Illinois) reported no remaining United Natural Foods position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 15 United Natural Foods shares in Q2 2023, an estimated $395.
  • Guardian Wealth Management (Illinois) first reported a position in United Natural Foods in Q1 2022 and held it in 5 quarters.
  • Guardian Wealth Management (Illinois)'s United Natural Foods position peaked at $1K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.