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Loring Wolcott & Coolidge Fiduciary Advisors’s United Natural Foods UNFI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019
Q4 		– Sell
-370
Closed -$4K – 719
2019
Q3 		$4K Sell
370
-3,040
-89% -$29K ﹤0.01% 617
2019
Q2 		$31K Sell
3,410
-435
-11% -$5K ﹤0.01% 460
2019
Q1 		$51K Sell
3,845
-90
-2% -$1.22K ﹤0.01% 405
2018
Q4 		$42K Sell
3,935
-765
-16% -$16.1K ﹤0.01% 433
2018
Q3 		$141K Sell
4,700
-5,685
-55% -$206K ﹤0.01% 307
2018
Q2 		$443K Sell
10,385
-87,910
-89% -$3.88M 0.01% 207
2018
Q1 		$4.22M Sell
98,295
-4,655
-5% -$211K 0.08% 98
2017
Q4 		$5.07M Sell
102,950
-94,418
-48% -$4.12M 0.09% 93
2017
Q3 		$8.21M Sell
197,368
-208,252
-51% -$7.75M 0.16% 78
2017
Q2 		$15.6M Sell
405,620
-13,745
-3% -$552K 0.31% 57
2017
Q1 		$18.1M Sell
419,365
-1,684
-0.4% -$75.8K 0.38% 57
2016
Q4 		$20.1M Sell
421,049
-28,272
-6% -$1.27M 0.45% 52
2016
Q3 		$18M Sell
449,321
-2,310
-0.5% -$106K 0.41% 54
2016
Q2 		$21.1M Buy
451,631
+3,427
+0.8% +$132K 0.49% 45
2016
Q1 		$18.1M Buy
448,204
+1,398
+0.3% +$51.6K 0.43% 49
2015
Q4 		$17.6M Buy
446,806
+174,910
+64% +$8.19M 0.44% 47
2015
Q3 		$17.3M Hold
271,896
– – 0.44% 50
2015
Q2 		$17.3M Buy
271,896
+56,346
+26% +$3.82M 0.44% 50
2015
Q1 		$16.6M Buy
215,550
+10,740
+5% +$842K 0.42% 54
2014
Q4 		$15.8M Buy
204,810
+2,265
+1% +$160K 0.41% 55
2014
Q3 		$12.4M Buy
202,545
+26,665
+15% +$1.67M 0.34% 62
2014
Q2 		$11.4M Buy
175,880
+4,735
+3% +$317K 0.31% 60
2014
Q1 		$12.1M Buy
171,145
+875
+0.5% +$62.4K 0.33% 58
2013
Q4 		$12.8M Buy
170,270
+1,771
+1% +$125K 0.35% 57
2013
Q3 		$11.3M Buy
168,499
+2,065
+1% +$126K 0.35% 56
2013
Q2 		$8.99M Buy
+166,434
New +$8.64M 0.28% 66

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Loring Wolcott & Coolidge Fiduciary Advisors's UNFI Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of United Natural Foods (UNFI) in Q4 2019, closing a stake of 370 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNFI in Q2 2013 and held it in 26 quarters. The position peaked at $21.1M in Q2 2016. 189 funds tracked by Wall St. Rank hold UNFI as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining United Natural Foods position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 370 United Natural Foods shares in Q4 2019, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in United Natural Foods in Q2 2013 and held it in 26 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's United Natural Foods position peaked at $21.1M in Q2 2016.
  • 189 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.