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Summit Global Investments’s United Natural Foods UNFI Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-10,300
Closed -$426K – 533
2022
Q1 		$426K Buy
+10,300
New +$421K 0.03% 359

Other funds holding UNFI

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Summit Global Investments's UNFI Position: Q2 2022 in Review

Summit Global Investments sold out of United Natural Foods (UNFI) in Q2 2022, closing a stake of 10,300 shares — an estimated $426K sold.

Summit Global Investments first reported a position in UNFI in Q1 2022 and held it in 1 quarter. The position peaked at $426K in Q1 2022. 281 funds tracked by Wall St. Rank hold UNFI as of Q2 2022.

  • Summit Global Investments reported no remaining United Natural Foods position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 10,300 United Natural Foods shares in Q2 2022, an estimated $426K.
  • Summit Global Investments first reported a position in United Natural Foods in Q1 2022 and held it in 1 quarter.
  • Summit Global Investments's United Natural Foods position peaked at $426K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.