Nisa Investment Advisors
UFI icon

Nisa Investment Advisors’s UNIFI UFI Stock Holding History

Nisa Investment Advisors’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
Q3 		– Sell
-10
Closed -$81 – 2837
2023
Q2 		$81 Buy
+10
New +$78 ﹤0.01% 2777
2022
Q4 		– Sell
-64
Closed -$1K – 2733
2022
Q3 		$1K Buy
+64
New +$798 ﹤0.01% 2524
2020
Q1 		– Sell
-225
Closed -$6K – 2133
2019
Q4 		$6K Buy
+225
New +$5.43K ﹤0.01% 1917

Other funds holding UFI

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nisa Investment Advisors's UFI Position: Q3 2023 in Review

Nisa Investment Advisors sold out of UNIFI (UFI) in Q3 2023, closing a stake of 10 shares — an estimated $81 sold.

Nisa Investment Advisors first reported a position in UFI in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 72 funds tracked by Wall St. Rank hold UFI as of Q3 2023.

  • Nisa Investment Advisors reported no remaining UNIFI position as of Q3 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 10 UNIFI shares in Q3 2023, an estimated $81.
  • Nisa Investment Advisors first reported a position in UNIFI in Q4 2019 and held it in 3 quarters.
  • Nisa Investment Advisors's UNIFI position peaked at $6K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held UNIFI as of Q3 2023.

Based on Nisa Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.