KFS
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Kelly Financial Services’s United Natural Foods UNFI Stock Holding History

Kelly Financial Services’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
2019
Q4 		– Sell
-15
Closed -$173 – 572
2019
Q3 		$173 Hold
15
– – ﹤0.01% 522
2019
Q2 		$135 Hold
15
– – ﹤0.01% 483
2019
Q1 		$198 Buy
+15
New +$202 ﹤0.01% 467

Other funds holding UNFI

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Vanguard Group
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KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Kelly Financial Services's UNFI Position: Q4 2019 in Review

Kelly Financial Services sold out of United Natural Foods (UNFI) in Q4 2019, closing a stake of 15 shares — an estimated $173 sold.

Kelly Financial Services first reported a position in UNFI in Q1 2019 and held it in 3 quarters. The position peaked at $198 in Q1 2019. 189 funds tracked by Wall St. Rank hold UNFI as of Q4 2019.

  • Kelly Financial Services reported no remaining United Natural Foods position as of Q4 2019 after selling out during the quarter.
  • Kelly Financial Services sold 15 United Natural Foods shares in Q4 2019, an estimated $173.
  • Kelly Financial Services first reported a position in United Natural Foods in Q1 2019 and held it in 3 quarters.
  • Kelly Financial Services's United Natural Foods position peaked at $198 in Q1 2019.
  • 189 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2019.

Based on Kelly Financial Services's 13F filing for Q4 2019, filed 17 Jul 2024.