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Patriot Financial Group Insurance Agency’s United Natural Foods UNFI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-3,775
Closed -$149K – 1854
2022
Q2 		$149K Buy
3,775
+2,625
+228% +$110K 0.03% 451
2022
Q1 		$48K Sell
1,150
-700
-38% -$28.6K 0.01% 792
2021
Q4 		$91K Sell
1,850
-250
-12% -$12.1K 0.02% 677
2021
Q3 		$102K Sell
2,100
-1,250
-37% -$44.2K 0.02% 650
2021
Q2 		$124K Sell
3,350
-1,950
-37% -$70.9K 0.02% 561
2021
Q1 		$175K Buy
5,300
+150
+3% +$4.18K 0.04% 418
2020
Q4 		$82K Sell
5,150
-300
-6% -$5.02K 0.02% 556
2020
Q3 		$81K Buy
5,450
+1,000
+22% +$19K 0.03% 438
2020
Q2 		$81K Buy
+4,450
New +$66.7K 0.03% 404
2019
Q2 		– Sell
-33
Closed – – 1471
2019
Q1 		$0 Hold
33
– – ﹤0.01% 1310
2018
Q4 		$0 Hold
33
– – ﹤0.01% 1110
2018
Q3 		$1K Buy
+33
New +$1.2K ﹤0.01% 949

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UNFI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of United Natural Foods (UNFI) in Q3 2022, closing a stake of 3,775 shares — an estimated $149K sold.

Patriot Financial Group Insurance Agency first reported a position in UNFI in Q3 2018 and held it in 12 quarters. The position peaked at $175K in Q1 2021. 282 funds tracked by Wall St. Rank hold UNFI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining United Natural Foods position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,775 United Natural Foods shares in Q3 2022, an estimated $149K.
  • Patriot Financial Group Insurance Agency first reported a position in United Natural Foods in Q3 2018 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's United Natural Foods position peaked at $175K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.