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Ropes Wealth Advisors’s United Natural Foods UNFI Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-73
Closed -$1K – 755
2020
Q4 		$1K Buy
+73
New +$1.22K ﹤0.01% 784
2015
Q4 		– Sell
-1,550
Closed -$75K – 531
2015
Q3 		$75K Buy
+1,550
New +$79.6K 0.04% 217

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
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's UNFI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of United Natural Foods (UNFI) in Q1 2021, closing a stake of 73 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in UNFI in Q3 2015 and held it in 2 quarters. The position peaked at $75K in Q3 2015. 234 funds tracked by Wall St. Rank hold UNFI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining United Natural Foods position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 73 United Natural Foods shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in United Natural Foods in Q3 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's United Natural Foods position peaked at $75K in Q3 2015.
  • 234 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.