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Moisand Fitzgerald Tamayo’s United Natural Foods UNFI Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-5
Closed -$71 – 815
2023
Q3 		$71 Hold
5
– – ﹤0.01% 748
2023
Q2 		$98 Hold
5
– – ﹤0.01% 734
2023
Q1 		$132 Hold
5
– – ﹤0.01% 764
2022
Q4 		$194 Hold
5
– – ﹤0.01% 753
2022
Q3 		$0 Sell
5
-14
-74% -$596 ﹤0.01% 879
2022
Q2 		$1K Sell
19
-10
-34% -$420 ﹤0.01% 570
2022
Q1 		$1K Buy
+29
New +$1.19K ﹤0.01% 495

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UNFI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of United Natural Foods (UNFI) in Q4 2023, closing a stake of 5 shares — an estimated $71 sold.

Moisand Fitzgerald Tamayo first reported a position in UNFI in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 243 funds tracked by Wall St. Rank hold UNFI as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining United Natural Foods position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 5 United Natural Foods shares in Q4 2023, an estimated $71.
  • Moisand Fitzgerald Tamayo first reported a position in United Natural Foods in Q1 2022 and held it in 7 quarters.
  • Moisand Fitzgerald Tamayo's United Natural Foods position peaked at $1K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.