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Moloney Securities Asset Management’s United Natural Foods UNFI Stock Holding History

Moloney Securities 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
2023
Q1 		– Sell
-14,517
Closed -$562K – 448
2022
Q4 		$562K Buy
+14,517
New +$601K 0.12% 205
2018
Q3 		– Sell
-6,000
Closed -$256K – 320
2018
Q2 		$256K Hold
6,000
– – 0.1% 235
2018
Q1 		$258K Buy
+6,000
New +$271K 0.1% 232
2017
Q4 		– Sell
-6,000
Closed -$250K – 290
2017
Q3 		$250K Buy
+6,000
New +$223K 0.11% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moloney Securities Asset Management's UNFI Position: Q1 2023 in Review

Moloney Securities Asset Management sold out of United Natural Foods (UNFI) in Q1 2023, closing a stake of 14,517 shares — an estimated $562K sold.

Moloney Securities Asset Management first reported a position in UNFI in Q3 2017 and held it in 4 quarters. The position peaked at $562K in Q4 2022. 259 funds tracked by Wall St. Rank hold UNFI as of Q1 2023.

  • Moloney Securities Asset Management reported no remaining United Natural Foods position as of Q1 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 14,517 United Natural Foods shares in Q1 2023, an estimated $562K.
  • Moloney Securities Asset Management first reported a position in United Natural Foods in Q3 2017 and held it in 4 quarters.
  • Moloney Securities Asset Management's United Natural Foods position peaked at $562K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2023.

Based on Moloney Securities Asset Management's 13F filing for Q1 2023, filed 12 May 2023.