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Janiczek Wealth Management’s United Natural Foods UNFI Stock Holding History

Janiczek 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
2024
Q1 		– Sell
-60
Closed -$974 – 1158
2023
Q4 		$974 Buy
+60
New +$912 ﹤0.01% 937

Other funds holding UNFI

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Janiczek Wealth Management's UNFI Position: Q1 2024 in Review

Janiczek Wealth Management sold out of United Natural Foods (UNFI) in Q1 2024, closing a stake of 60 shares — an estimated $974 sold.

Janiczek Wealth Management first reported a position in UNFI in Q4 2023 and held it in 1 quarter. The position peaked at $974 in Q4 2023. 224 funds tracked by Wall St. Rank hold UNFI as of Q1 2024.

  • Janiczek Wealth Management reported no remaining United Natural Foods position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 60 United Natural Foods shares in Q1 2024, an estimated $974.
  • Janiczek Wealth Management first reported a position in United Natural Foods in Q4 2023 and held it in 1 quarter.
  • Janiczek Wealth Management's United Natural Foods position peaked at $974 in Q4 2023.
  • 224 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.