Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s United Natural Foods UNFI Stock Holding History

Mount Yale Investment Advisors’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
-5,835
Closed -$226K – 533
2022
Q4 		$226K Buy
5,835
+5
+0.1% +$207 0.03% 417
2022
Q3 		$200K Buy
5,830
+250
+4% +$10.6K 0.03% 425
2022
Q2 		$220K Buy
+5,580
New +$234K 0.03% 424

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's UNFI Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of United Natural Foods (UNFI) in Q1 2023, closing a stake of 5,835 shares — an estimated $226K sold.

Mount Yale Investment Advisors first reported a position in UNFI in Q2 2022 and held it in 3 quarters. The position peaked at $226K in Q4 2022. 259 funds tracked by Wall St. Rank hold UNFI as of Q1 2023.

  • Mount Yale Investment Advisors reported no remaining United Natural Foods position as of Q1 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,835 United Natural Foods shares in Q1 2023, an estimated $226K.
  • Mount Yale Investment Advisors first reported a position in United Natural Foods in Q2 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's United Natural Foods position peaked at $226K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.