Summit Securities Group’s United Natural Foods UNFI Stock Holding History

Summit Securities 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
2025 Q1	–	Sell	-331	Closed	-$9.04K	–	1114
2024 Q4	$9.04K	Buy	+331	New	+$7.63K	﹤0.01%	471
2022 Q2	–	Sell	-1,080	Closed	-$45K	–	1231
2022 Q1	$45K	Buy	+1,080	New	+$44.2K	0.01%	626
2017 Q3	–	Sell	-10,311	Closed	-$378K	–	304
2017 Q2	$378K	Buy	+10,311	New	+$414K	0.07%	138
2016 Q3	–	Sell	-20,248	Closed	-$948K	–	264
2016 Q2	$948K	Buy	20,248 +13,783	+213%	+$529K	0.51%	44
2016 Q1	$261K	Buy	+6,465	New	+$239K	0.18%	107
2013 Q3	–	Sell	-118	Closed	-$6K	–	552
2013 Q2	$6K	Buy	+118	New	+$6.13K	﹤0.01%	372

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's UNFI Position: Q1 2025 in Review

Summit Securities Group sold out of United Natural Foods (UNFI) in Q1 2025, closing a stake of 331 shares — an estimated $9.04K sold.

Summit Securities Group first reported a position in UNFI in Q2 2013 and held it in 6 quarters. The position peaked at $948K in Q2 2016. 272 funds tracked by Wall St. Rank hold UNFI as of Q1 2025.

Summit Securities Group reported no remaining United Natural Foods position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 331 United Natural Foods shares in Q1 2025, an estimated $9.04K.
Summit Securities Group first reported a position in United Natural Foods in Q2 2013 and held it in 6 quarters.
Summit Securities Group's United Natural Foods position peaked at $948K in Q2 2016.
272 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.