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JP Morgan Private Wealth Advisors’s United Natural Foods UNFI Stock Holding History

JP Morgan Private Wealth Advisors’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
Q1 		– Sell
-16,249
Closed -$798K – 2077
2021
Q4 		$798K Buy
+16,249
New +$785K ﹤0.01% 1355
2018
Q1 		– Sell
-5,158
Closed -$254K – 1384
2017
Q4 		$254K Sell
5,158
-75
-1% -$3.28K ﹤0.01% 1108
2017
Q3 		$218K Buy
+5,233
New +$195K ﹤0.01% 1130
2017
Q2 		– Sell
-5,960
Closed -$257K – 1352
2017
Q1 		$257K Buy
5,960
+398
+7% +$17.9K ﹤0.01% 1142
2016
Q4 		$266K Sell
5,562
-1,506
-21% -$67.6K ﹤0.01% 1054
2016
Q3 		$283K Sell
7,068
-598
-8% -$27.5K ﹤0.01% 1013
2016
Q2 		$359K Buy
7,666
+2,674
+54% +$103K ﹤0.01% 901
2016
Q1 		$201K Sell
4,992
-989
-17% -$36.5K ﹤0.01% 1081
2015
Q4 		$235K Sell
5,981
-29,239
-83% -$1.37M ﹤0.01% 966
2015
Q3 		$1.71M Buy
35,220
+6,266
+22% +$322K 0.02% 367
2015
Q2 		$1.84M Buy
28,954
+1,632
+6% +$111K 0.02% 384
2015
Q1 		$2.1M Buy
27,322
+1,944
+8% +$152K 0.02% 370
2014
Q4 		$1.96M Buy
25,378
+4,427
+21% +$313K 0.02% 377
2014
Q3 		$1.29M Buy
20,951
+3,305
+19% +$208K 0.02% 447
2014
Q2 		$1.15M Buy
17,646
+2,063
+13% +$138K 0.02% 385
2014
Q1 		$1.11M Buy
15,583
+2,293
+17% +$163K 0.02% 382
2013
Q4 		$1M Buy
13,290
+1,901
+17% +$134K 0.02% 347
2013
Q3 		$766K Buy
11,389
+2,941
+35% +$179K 0.02% 366
2013
Q2 		$456K Buy
+8,448
New +$439K 0.01% 425

Other funds holding UNFI

BlackRock
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UNFI Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of United Natural Foods (UNFI) in Q1 2022, closing a stake of 16,249 shares — an estimated $798K sold.

JP Morgan Private Wealth Advisors first reported a position in UNFI in Q2 2013 and held it in 19 quarters. The position peaked at $2.1M in Q1 2015. 288 funds tracked by Wall St. Rank hold UNFI as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining United Natural Foods position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,249 United Natural Foods shares in Q1 2022, an estimated $798K.
  • JP Morgan Private Wealth Advisors first reported a position in United Natural Foods in Q2 2013 and held it in 19 quarters.
  • JP Morgan Private Wealth Advisors's United Natural Foods position peaked at $2.1M in Q1 2015.
  • 288 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.