LPL Financial’s UNIFI UFI Stock Holding History

LPL Financial’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
2024 Q1	–	Sell	-10,185	Closed	-$67.8K	–	5030
2023 Q4	$67.8K	Buy	+10,185	New	+$66.4K	﹤0.01%	4612

Other funds holding UFI

ACM

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

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

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

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

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

ICM

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

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial's UFI Position: Q1 2024 in Review

LPL Financial sold out of UNIFI (UFI) in Q1 2024, closing a stake of 10,185 shares — an estimated $67.8K sold.

LPL Financial first reported a position in UFI in Q4 2023 and held it in 1 quarter. The position peaked at $67.8K in Q4 2023. 69 funds tracked by Wall St. Rank hold UFI as of Q1 2024.

LPL Financial reported no remaining UNIFI position as of Q1 2024 after selling out during the quarter.
LPL Financial sold 10,185 UNIFI shares in Q1 2024, an estimated $67.8K.
LPL Financial first reported a position in UNIFI in Q4 2023 and held it in 1 quarter.
LPL Financial's UNIFI position peaked at $67.8K in Q4 2023.
69 funds tracked by Wall St. Rank held UNIFI as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.