MYIA
UNFI icon

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

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

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.