SkyOak Wealth’s United Natural Foods UNFI Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-7,500	Closed	-$290K	–	266
2022 Q4	$290K	Hold	7,500	–	–	0.1%	161
2022 Q3	$258K	Hold	7,500	–	–	0.09%	170
2022 Q2	$296K	Hold	7,500	–	–	0.1%	159
2022 Q1	$310K	Hold	7,500	–	–	0.09%	173
2021 Q4	$368K	Hold	7,500	–	–	0.09%	158
2021 Q3	$363K	Hold	7,500	–	–	0.1%	153
2021 Q2	$277K	Hold	7,500	–	–	0.07%	185
2021 Q1	$266K	Buy	+7,500	New	+$209K	0.07%	184
2020 Q4	–	Sell	-30,500	Closed	-$454K	–	229
2020 Q3	$454K	Buy	30,500 +13,000	+74%	+$247K	0.16%	125
2020 Q2	$319K	Buy	+17,500	New	+$262K	0.12%	171

Other funds holding UNFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's UNFI Position: Q1 2023 in Review

SkyOak Wealth sold out of United Natural Foods (UNFI) in Q1 2023, closing a stake of 7,500 shares — an estimated $290K sold.

SkyOak Wealth first reported a position in UNFI in Q2 2020 and held it in 10 quarters. The position peaked at $454K in Q3 2020. 259 funds tracked by Wall St. Rank hold UNFI as of Q1 2023.

SkyOak Wealth reported no remaining United Natural Foods position as of Q1 2023 after selling out during the quarter.
SkyOak Wealth sold 7,500 United Natural Foods shares in Q1 2023, an estimated $290K.
SkyOak Wealth first reported a position in United Natural Foods in Q2 2020 and held it in 10 quarters.
SkyOak Wealth's United Natural Foods position peaked at $454K in Q3 2020.
259 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2023.

Based on SkyOak Wealth's 13F filing for Q1 2023, filed 2 May 2023.