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Institute for Wealth Management’s United Natural Foods UNFI Stock Holding History

Institute for Wealth 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
2022
Q3 		– Sell
-11,000
Closed -$433K – 522
2022
Q2 		$433K Hold
11,000
– – 0.09% 304
2022
Q1 		$455K Buy
+11,000
New +$450K 0.07% 312

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
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institute for Wealth Management's UNFI Position: Q3 2022 in Review

Institute for Wealth Management sold out of United Natural Foods (UNFI) in Q3 2022, closing a stake of 11,000 shares — an estimated $433K sold.

Institute for Wealth Management first reported a position in UNFI in Q1 2022 and held it in 2 quarters. The position peaked at $455K in Q1 2022. 281 funds tracked by Wall St. Rank hold UNFI as of Q3 2022.

  • Institute for Wealth Management reported no remaining United Natural Foods position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 11,000 United Natural Foods shares in Q3 2022, an estimated $433K.
  • Institute for Wealth Management first reported a position in United Natural Foods in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's United Natural Foods position peaked at $455K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.