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Mark Sheptoff Financial Planning’s United Natural Foods UNFI Stock Holding History

Mark Sheptoff Financial Planning’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
2024
Q1 		– Sell
-991
Closed -$16.1K – 425
2023
Q4 		$16.1K Hold
991
– – 0.01% 243
2023
Q3 		$14K Sell
991
-7,239
-88% -$142K 0.01% 241
2023
Q2 		$161K Sell
8,230
-10,800
-57% -$271K 0.09% 102
2023
Q1 		$501K Buy
+19,030
New +$694K 0.29% 53

Other funds holding UNFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's UNFI Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of United Natural Foods (UNFI) in Q1 2024, closing a stake of 991 shares — an estimated $16.1K sold.

Mark Sheptoff Financial Planning first reported a position in UNFI in Q1 2023 and held it in 4 quarters. The position peaked at $501K in Q1 2023. 224 funds tracked by Wall St. Rank hold UNFI as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining United Natural Foods position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 991 United Natural Foods shares in Q1 2024, an estimated $16.1K.
  • Mark Sheptoff Financial Planning first reported a position in United Natural Foods in Q1 2023 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's United Natural Foods position peaked at $501K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2024.

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