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Precision Wealth Strategies’s United Natural Foods UNFI Stock Holding History

Precision Wealth Strategies’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
-5,008
Closed -$201K – 154
2022
Q2 		$201K Sell
5,008
-54
-1% -$2.27K 0.16% 136
2022
Q1 		$209K Sell
5,062
-1,774
-26% -$72.6K 0.12% 164
2021
Q4 		$336K Buy
+6,836
New +$330K 0.24% 101

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
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

Precision Wealth Strategies's UNFI Position: Q3 2022 in Review

Precision Wealth Strategies sold out of United Natural Foods (UNFI) in Q3 2022, closing a stake of 5,008 shares — an estimated $201K sold.

Precision Wealth Strategies first reported a position in UNFI in Q4 2021 and held it in 3 quarters. The position peaked at $336K in Q4 2021. 282 funds tracked by Wall St. Rank hold UNFI as of Q3 2022.

  • Precision Wealth Strategies reported no remaining United Natural Foods position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,008 United Natural Foods shares in Q3 2022, an estimated $201K.
  • Precision Wealth Strategies first reported a position in United Natural Foods in Q4 2021 and held it in 3 quarters.
  • Precision Wealth Strategies's United Natural Foods position peaked at $336K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.