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Sageworth Trust Company of South Dakota’s United Natural Foods UNFI Stock Holding History

Sageworth Trust Company of South Dakota’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
2023
Q2 		– Sell
-61
Closed -$1.61K – 199
2023
Q1 		$1.61K Sell
61
-61
-50% -$2.22K ﹤0.01% 197
2022
Q4 		$5K Hold
122
– – 0.01% 157
2022
Q3 		$4K Sell
122
-42
-26% -$1.79K 0.01% 160
2022
Q2 		$6K Buy
164
+88
+116% +$3.7K 0.01% 219
2022
Q1 		$3K Sell
76
-158
-68% -$6.46K 0.01% 369
2021
Q4 		$11K Buy
+234
New +$11.3K 0.02% 361

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State Street
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust Company of South Dakota's UNFI Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of United Natural Foods (UNFI) in Q2 2023, closing a stake of 61 shares — an estimated $1.61K sold.

Sageworth Trust Company of South Dakota first reported a position in UNFI in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 248 funds tracked by Wall St. Rank hold UNFI as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining United Natural Foods position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 61 United Natural Foods shares in Q2 2023, an estimated $1.61K.
  • Sageworth Trust Company of South Dakota first reported a position in United Natural Foods in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's United Natural Foods position peaked at $11K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.