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Steward Partners Investment Advisory’s United Natural Foods UNFI Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-300
Closed -$3.45K – 3724
2024
Q1 		$3.45K Sell
300
-200
-40% -$2.91K ﹤0.01% 3152
2023
Q4 		$8.12K Sell
500
-300
-38% -$4.56K ﹤0.01% 2787
2023
Q3 		$11.3K Buy
800
+300
+60% +$5.87K ﹤0.01% 2549
2023
Q2 		$9.78K Buy
500
+200
+67% +$5.03K ﹤0.01% 2576
2023
Q1 		$7.91K Sell
300
-100
-25% -$3.65K ﹤0.01% 2631
2022
Q4 		$15.5K Hold
400
– – ﹤0.01% 2364
2022
Q3 		$14K Hold
400
– – ﹤0.01% 2397
2022
Q2 		$16K Hold
400
– – ﹤0.01% 2329
2022
Q1 		$17K Hold
400
– – ﹤0.01% 2453
2021
Q4 		$20K Buy
+400
New +$19.3K ﹤0.01% 2327
2020
Q1 		– Sell
-51
Closed – – 2704
2019
Q4 		$0 Sell
51
-200
-80% -$1.61K ﹤0.01% 2750
2019
Q3 		$2K Hold
251
– – ﹤0.01% 2457
2019
Q2 		$2K Buy
+251
New +$2.89K ﹤0.01% 2466
2018
Q4 		– Sell
-200
Closed -$6K – 2087
2018
Q3 		$6K Sell
200
-35
-15% -$1.27K ﹤0.01% 2081
2018
Q2 		$10K Buy
235
+35
+18% +$1.54K ﹤0.01% 1748
2018
Q1 		$8K Sell
200
-102
-34% -$4.61K ﹤0.01% 1655
2017
Q4 		$14K Buy
302
+102
+51% +$4.46K ﹤0.01% 1250
2017
Q3 		$8K Hold
200
– – ﹤0.01% 1180
2017
Q2 		$7K Hold
200
– – ﹤0.01% 1149
2017
Q1 		$8K Buy
+200
New +$9K ﹤0.01% 1010

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Steward Partners Investment Advisory's UNFI Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of United Natural Foods (UNFI) in Q2 2024, closing a stake of 300 shares — an estimated $3.45K sold.

Steward Partners Investment Advisory first reported a position in UNFI in Q1 2017 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 222 funds tracked by Wall St. Rank hold UNFI as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining United Natural Foods position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 United Natural Foods shares in Q2 2024, an estimated $3.45K.
  • Steward Partners Investment Advisory first reported a position in United Natural Foods in Q1 2017 and held it in 20 quarters.
  • Steward Partners Investment Advisory's United Natural Foods position peaked at $20K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.