PWP
UNFI icon

Personal Wealth Partners’s United Natural Foods UNFI Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-1,000
Closed -$9K – 578
2019
Q4 		$9K Hold
1,000
– – ﹤0.01% 244
2019
Q3 		$12K Buy
+1,000
New +$9.55K 0.01% 228

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Personal Wealth Partners's UNFI Position: Q1 2020 in Review

Personal Wealth Partners sold out of United Natural Foods (UNFI) in Q1 2020, closing a stake of 1,000 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in UNFI in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 190 funds tracked by Wall St. Rank hold UNFI as of Q1 2020.

  • Personal Wealth Partners reported no remaining United Natural Foods position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1,000 United Natural Foods shares in Q1 2020, an estimated $9K.
  • Personal Wealth Partners first reported a position in United Natural Foods in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's United Natural Foods position peaked at $12K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.