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Optimum Investment Advisors’s United Natural Foods UNFI Stock Holding History

Optimum 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
2020
Q3 		– Sell
-1,200
Closed -$22K – 928
2020
Q2 		$22K Buy
+1,200
New +$18K 0.01% 593
2015
Q1 		$46K Hold
600
– – 0.01% 523
2014
Q4 		$46K Buy
+600
New +$42.4K 0.01% 533

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's UNFI Position: Q3 2020 in Review

Optimum Investment Advisors sold out of United Natural Foods (UNFI) in Q3 2020, closing a stake of 1,200 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in UNFI in Q4 2014 and held it in 3 quarters. The position peaked at $46K in Q1 2015. 217 funds tracked by Wall St. Rank hold UNFI as of Q3 2020.

  • Optimum Investment Advisors reported no remaining United Natural Foods position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 United Natural Foods shares in Q3 2020, an estimated $22K.
  • Optimum Investment Advisors first reported a position in United Natural Foods in Q4 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's United Natural Foods position peaked at $46K in Q1 2015.
  • 217 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.