HPC
UNFI icon

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

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HM Payson & Co's UNFI Position: Q4 2024 in Review

HM Payson & Co sold out of United Natural Foods (UNFI) in Q4 2024, closing a stake of 42 shares — an estimated $707 sold.

HM Payson & Co first reported a position in UNFI in Q2 2019 and held it in 7 quarters. The position peaked at $2K in Q3 2020. 260 funds tracked by Wall St. Rank hold UNFI as of Q4 2024.

  • HM Payson & Co reported no remaining United Natural Foods position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 42 United Natural Foods shares in Q4 2024, an estimated $707.
  • HM Payson & Co first reported a position in United Natural Foods in Q2 2019 and held it in 7 quarters.
  • HM Payson & Co's United Natural Foods position peaked at $2K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.