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Michael B. Elefante’s United Natural Foods UNFI Stock Holding History

Michael B. Elefante’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
2014
Q4 		$460K Sell
5,950
-8,607
-59% -$608K 0.5% 49
2014
Q3 		$895K Buy
14,557
+1,230
+9% +$77.2K 0.39% 51
2014
Q2 		$868K Buy
13,327
+5,255
+65% +$351K 0.36% 54
2014
Q1 		$572K Buy
8,072
+265
+3% +$18.9K 0.25% 57
2013
Q4 		$588K Sell
7,807
-50
-0.6% -$3.53K 0.27% 56
2013
Q3 		$528K Hold
7,857
– – 0.26% 55
2013
Q2 		$424K Buy
+7,857
New +$408K 0.23% 60

Other funds holding UNFI

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Michael B. Elefante's UNFI Position: Q4 2014 in Review

Michael B. Elefante reduced its United Natural Foods (UNFI) stake by 59% in Q4 2014, selling an estimated $608K and leaving 5,950 shares worth $460K. The position accounts for 0.5% of the portfolio, ranked #49.

Michael B. Elefante first reported a position in UNFI in Q2 2013 and has held it in 7 quarters since. The position peaked at $895K in Q3 2014. 299 funds tracked by Wall St. Rank hold UNFI as of Q4 2014.

  • Michael B. Elefante held 5,950 shares of United Natural Foods worth $460K as of Q4 2014.
  • Michael B. Elefante sold 8,607 United Natural Foods shares in Q4 2014, an estimated $608K.
  • United Natural Foods made up 0.5% of Michael B. Elefante's portfolio in Q4 2014, its #49 holding.
  • Michael B. Elefante first reported a position in United Natural Foods in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's United Natural Foods position peaked at $895K in Q3 2014.
  • 299 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.