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Steward Financial Group’s United Natural Foods UNFI Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+1
New +$20 ﹤0.01% 1570
2022
Q3 		– Sell
-17
Closed – – 1247
2022
Q2 		$0 Buy
+17
New +$714 ﹤0.01% 1384

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's UNFI Position: Q3 2023 in Review

Steward Financial Group opened a new position in United Natural Foods (UNFI) in Q3 2023: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UNFI as recently as Q2 2022.

Steward Financial Group first reported a position in UNFI in Q2 2022 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold UNFI as of Q3 2023.

  • Steward Financial Group held 1 share of United Natural Foods worth $0 as of Q3 2023.
  • United Natural Foods was a new Steward Financial Group position in Q3 2023.
  • United Natural Foods made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1570 holding.
  • Steward Financial Group first reported a position in United Natural Foods in Q2 2022 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.