Sutton Wealth Advisors’s United Natural Foods UNFI Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-1,765	Closed	-$68.3K	–	1531
2022 Q4	$68.3K	Sell	1,765 -26	-1%	-$1.08K	0.03%	313
2022 Q3	$61.6K	Sell	1,791 -10	-0.6%	-$426	0.03%	335
2022 Q2	$71K	Hold	1,801	–	–	0.03%	298
2022 Q1	$74.5K	Hold	1,801	–	–	0.03%	307
2021 Q4	$88.4K	Sell	1,801 -95	-5%	-$4.59K	0.03%	284
2021 Q3	$91.8K	Hold	1,896	–	–	0.03%	261
2021 Q2	$70.1K	Hold	1,896	–	–	0.03%	316
2021 Q1	$62.5K	Hold	1,896	–	–	0.02%	335
2020 Q4	$30.3K	Hold	1,896	–	–	0.01%	490
2020 Q3	$28.2K	Hold	1,896	–	–	0.01%	449
2020 Q2	$34.5K	Hold	1,896	–	–	0.02%	387
2020 Q1	$17.4K	Buy	1,896 +876	+86%	+$6.95K	0.01%	512
2019 Q4	$8.94K	Buy	1,020 +1	+0.1%	+$8	﹤0.01%	849
2019 Q3	$11.7K	Buy	+1,019	New	+$9.73K	0.01%	750
2019 Q1	–	Sell	-933	Closed	-$12.6K	–	1226
2018 Q4	$9.88K	Buy	+933	New	+$19.6K	0.01%	747

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sutton Wealth Advisors's UNFI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of United Natural Foods (UNFI) in Q1 2023, closing a stake of 1,765 shares — an estimated $68.3K sold.

Sutton Wealth Advisors first reported a position in UNFI in Q4 2018 and held it in 15 quarters. The position peaked at $91.8K in Q3 2021. 259 funds tracked by Wall St. Rank hold UNFI as of Q1 2023.

Sutton Wealth Advisors reported no remaining United Natural Foods position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,765 United Natural Foods shares in Q1 2023, an estimated $68.3K.
Sutton Wealth Advisors first reported a position in United Natural Foods in Q4 2018 and held it in 15 quarters.
Sutton Wealth Advisors's United Natural Foods position peaked at $91.8K in Q3 2021.
259 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.