Laurie J. Hall Trustee’s UNIFI UFI Stock Holding History

Laurie J. Hall Trustee’s Portfolio UFI Stock Details UFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-130	Closed	-$1K	–	320
2022 Q4	$1K	Sell	130 -75	-37%	-$645	﹤0.01%	303
2022 Q3	$2K	Sell	205 -105	-34%	-$1.31K	﹤0.01%	301
2022 Q2	$4K	Hold	310	–	–	﹤0.01%	293
2022 Q1	$6K	Buy	310 +150	+94%	+$2.97K	﹤0.01%	296
2021 Q4	$4K	Hold	160	–	–	﹤0.01%	306
2021 Q3	$4K	Sell	160 -110	-41%	-$2.5K	﹤0.01%	307
2021 Q2	$7K	Hold	270	–	–	﹤0.01%	294
2021 Q1	$7K	Hold	270	–	–	﹤0.01%	302
2020 Q4	$5K	Hold	270	–	–	﹤0.01%	305
2020 Q3	$3K	Buy	+270	New	+$3.37K	﹤0.01%	306
2019 Q4	$5K	Buy	180 +30	+20%	+$724	﹤0.01%	299
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	308
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	315
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	315
2018 Q4	$3K	Sell	150 -30	-17%	-$757	﹤0.01%	315
2018 Q3	$5K	Hold	180	–	–	﹤0.01%	328
2018 Q2	$6K	Hold	180	–	–	﹤0.01%	317
2018 Q1	$7K	Hold	180	–	–	﹤0.01%	310
2017 Q4	$6K	Sell	180 -90	-33%	-$3.26K	﹤0.01%	322
2017 Q3	$9.62K	Hold	270	–	–	0.01%	257
2017 Q2	$8.32K	Hold	270	–	–	0.01%	259
2017 Q1	$7.29K	Hold	270	–	–	﹤0.01%	259
2016 Q4	$8K	Buy	+270	New	+$8.29K	0.01%	255
2016 Q2	$7K	Buy	270 +140	+108%	+$3.52K	﹤0.01%	256
2016 Q1	$4K	Buy	+130	New	+$3.09K	﹤0.01%	254

Other funds holding UFI

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

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

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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Laurie J. Hall Trustee's UFI Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of UNIFI (UFI) in Q1 2023, closing a stake of 130 shares — an estimated $1K sold.

Laurie J. Hall Trustee first reported a position in UFI in Q1 2016 and held it in 25 quarters. The position peaked at $9.62K in Q3 2017. 93 funds tracked by Wall St. Rank hold UFI as of Q1 2023.

Laurie J. Hall Trustee reported no remaining UNIFI position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 130 UNIFI shares in Q1 2023, an estimated $1K.
Laurie J. Hall Trustee first reported a position in UNIFI in Q1 2016 and held it in 25 quarters.
Laurie J. Hall Trustee's UNIFI position peaked at $9.62K in Q3 2017.
93 funds tracked by Wall St. Rank held UNIFI as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.