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Money Concepts Capital’s UNIFI UFI Stock Holding History

Money Concepts Capital’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-834
Closed -$7.18K – 2732
2022
Q4 		$7.18K Sell
834
-12,767
-94% -$110K ﹤0.01% 2184
2022
Q3 		$129K Buy
13,601
+1,320
+11% +$16.4K 0.01% 521
2022
Q2 		$172K Buy
12,281
+1,490
+14% +$22.5K 0.02% 445
2022
Q1 		$195K Buy
+10,791
New +$213K 0.01% 756

Other funds holding UFI

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Money Concepts Capital's UFI Position: Q1 2023 in Review

Money Concepts Capital sold out of UNIFI (UFI) in Q1 2023, closing a stake of 834 shares — an estimated $7.18K sold.

Money Concepts Capital first reported a position in UFI in Q1 2022 and held it in 4 quarters. The position peaked at $195K in Q1 2022. 93 funds tracked by Wall St. Rank hold UFI as of Q1 2023.

  • Money Concepts Capital reported no remaining UNIFI position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 834 UNIFI shares in Q1 2023, an estimated $7.18K.
  • Money Concepts Capital first reported a position in UNIFI in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's UNIFI position peaked at $195K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held UNIFI as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.