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Sowell Financial Services’s United Natural Foods UNFI Stock Holding History

Sowell Financial Services’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
-640
Closed -$10K – 3305
2020
Q4 		$10K Buy
640
+410
+178% +$6.86K ﹤0.01% 2028
2020
Q3 		$3K Buy
230
+190
+475% +$3.61K ﹤0.01% 2164
2020
Q2 		$1K Sell
40
-55
-58% -$825 ﹤0.01% 2384
2020
Q1 		$1K Sell
95
-59
-38% -$468 ﹤0.01% 2331
2019
Q4 		$1K Buy
154
+59
+62% +$476 ﹤0.01% 2434
2019
Q3 		$1K Buy
+95
New +$907 ﹤0.01% 2313

Other funds holding UNFI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's UNFI Position: Q1 2021 in Review

Sowell Financial Services sold out of United Natural Foods (UNFI) in Q1 2021, closing a stake of 640 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in UNFI in Q3 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 233 funds tracked by Wall St. Rank hold UNFI as of Q1 2021.

  • Sowell Financial Services reported no remaining United Natural Foods position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 640 United Natural Foods shares in Q1 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in United Natural Foods in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's United Natural Foods position peaked at $10K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.