Jupiter Investment Management’s United Natural Foods UNFI Stock Holding History

Jupiter Investment 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
2020 Q2	$602K	Sell	33,110 -385,365	-92%	-$5.78M	0.01%	313
2020 Q1	$3.84M	Buy	+418,475	New	+$3.32M	0.07%	171
2018 Q2	–	Sell	-2,289	Closed	-$98K	–	445
2018 Q1	$98K	Hold	2,289	–	–	﹤0.01%	350
2017 Q4	$112K	Buy	+2,289	New	+$100K	﹤0.01%	325
2016 Q3	–	Sell	-59,760	Closed	-$2.8M	–	457
2016 Q2	$2.8M	Sell	59,760 -26,304	-31%	-$1.01M	0.05%	228
2016 Q1	$3.47M	Buy	+86,064	New	+$3.18M	0.07%	198

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jupiter Investment Management's UNFI Position: Q2 2020 in Review

Jupiter Investment Management reduced its United Natural Foods (UNFI) stake by 92% in Q2 2020, selling an estimated $5.78M and leaving 33,110 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #313.

Jupiter Investment Management first reported a position in UNFI in Q1 2016 and has held it in 6 quarters since. The position peaked at $3.84M in Q1 2020. 218 funds tracked by Wall St. Rank hold UNFI as of Q2 2020.

Jupiter Investment Management held 33,110 shares of United Natural Foods worth $602K as of Q2 2020.
Jupiter Investment Management sold 385,365 United Natural Foods shares in Q2 2020, an estimated $5.78M.
United Natural Foods made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #313 holding.
Jupiter Investment Management first reported a position in United Natural Foods in Q1 2016 and has held it in 6 quarters since.
Jupiter Investment Management's United Natural Foods position peaked at $3.84M in Q1 2020.
218 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.