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McCarthy Asset Management’s United Natural Foods UNFI Stock Holding History

McCarthy Asset Management’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
2021
Q2 		– Sell
-27
Closed -$1K – 430
2021
Q1 		$1K Sell
27
-83
-75% -$2.31K ﹤0.01% 345
2020
Q4 		$2K Buy
+110
New +$1.84K ﹤0.01% 290

Other funds holding UNFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

McCarthy Asset Management's UNFI Position: Q2 2021 in Review

McCarthy Asset Management sold out of United Natural Foods (UNFI) in Q2 2021, closing a stake of 27 shares — an estimated $1K sold.

McCarthy Asset Management first reported a position in UNFI in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 226 funds tracked by Wall St. Rank hold UNFI as of Q2 2021.

  • McCarthy Asset Management reported no remaining United Natural Foods position as of Q2 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 27 United Natural Foods shares in Q2 2021, an estimated $1K.
  • McCarthy Asset Management first reported a position in United Natural Foods in Q4 2020 and held it in 2 quarters.
  • McCarthy Asset Management's United Natural Foods position peaked at $2K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2021.

Based on McCarthy Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.