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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
2022
Q2 		– Sell
-3,000
Closed -$124K – 1232
2022
Q1 		$124K Buy
+3,000
New +$123K 0.01% 470

Other funds holding UNFI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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.