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Sageworth Trust’s United Natural Foods UNFI Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-71
Closed -$3K – 758
2021
Q4 		$3K Sell
71
-239
-77% -$11.5K ﹤0.01% 547
2021
Q3 		$15K Hold
310
– – ﹤0.01% 448
2021
Q2 		$11K Buy
+310
New +$11.3K ﹤0.01% 576

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust's UNFI Position: Q1 2022 in Review

Sageworth Trust sold out of United Natural Foods (UNFI) in Q1 2022, closing a stake of 71 shares — an estimated $3K sold.

Sageworth Trust first reported a position in UNFI in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 288 funds tracked by Wall St. Rank hold UNFI as of Q1 2022.

  • Sageworth Trust reported no remaining United Natural Foods position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 71 United Natural Foods shares in Q1 2022, an estimated $3K.
  • Sageworth Trust first reported a position in United Natural Foods in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's United Natural Foods position peaked at $15K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.