TWP
UNFI icon

TFO Wealth Partners’s United Natural Foods UNFI Stock Holding History

TFO Wealth Partners’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
-2
Closed -$23 – 705
2024
Q1 		$23 Hold
2
– – ﹤0.01% 764
2023
Q4 		$32 Hold
2
– – ﹤0.01% 895
2023
Q3 		$39 Hold
2
– – ﹤0.01% 1056
2023
Q2 		$39 Hold
2
– – ﹤0.01% 776
2023
Q1 		$53 Sell
2
-8
-80% -$292 ﹤0.01% 742
2022
Q4 		$179 Buy
+10
New +$414 ﹤0.01% 652

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

TFO Wealth Partners's UNFI Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Natural Foods (UNFI) in Q2 2024, closing a stake of 2 shares — an estimated $23 sold.

TFO Wealth Partners first reported a position in UNFI in Q4 2022 and held it in 6 quarters. The position peaked at $179 in Q4 2022. 222 funds tracked by Wall St. Rank hold UNFI as of Q2 2024.

  • TFO Wealth Partners reported no remaining United Natural Foods position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 United Natural Foods shares in Q2 2024, an estimated $23.
  • TFO Wealth Partners first reported a position in United Natural Foods in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's United Natural Foods position peaked at $179 in Q4 2022.
  • 222 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.