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HM Payson & Co’s United Natural Foods UNFI Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-42
Closed -$707 – 1148
2024
Q3 		$707 Buy
+42
New +$601 ﹤0.01% 1046
2020
Q4 		– Sell
-159
Closed -$2K – 1154
2020
Q3 		$2K Buy
159
+59
+59% +$1.12K ﹤0.01% 959
2020
Q2 		$2K Hold
100
– – ﹤0.01% 834
2020
Q1 		$1K Hold
100
– – ﹤0.01% 886
2019
Q4 		$1K Hold
100
– – ﹤0.01% 913
2019
Q3 		$1K Hold
100
– – ﹤0.01% 929
2019
Q2 		$1K Buy
+100
New +$1.15K ﹤0.01% 941

Other funds holding UNFI

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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return