Total Clarity Wealth Management’s United Natural Foods UNFI Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-38,893	Closed	-$509K	–	290
2024 Q2	$509K	Buy	38,893 +20,910	+116%	+$235K	0.18%	132
2024 Q1	$207K	Sell	17,983 -2,243	-11%	-$32.6K	0.07%	250
2023 Q4	$328K	Buy	20,226 +10,224	+102%	+$155K	0.13%	165
2023 Q3	$141K	Sell	10,002 -712	-7%	-$13.9K	0.07%	214
2023 Q2	$209K	Sell	10,714 -73	-0.7%	-$1.83K	0.1%	198
2023 Q1	$284K	Buy	+10,787	New	+$393K	0.15%	136

Other funds holding UNFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Total Clarity Wealth Management's UNFI Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of United Natural Foods (UNFI) in Q3 2024, closing a stake of 38,893 shares — an estimated $509K sold.

Total Clarity Wealth Management first reported a position in UNFI in Q1 2023 and held it in 6 quarters. The position peaked at $509K in Q2 2024. 233 funds tracked by Wall St. Rank hold UNFI as of Q3 2024.

Total Clarity Wealth Management reported no remaining United Natural Foods position as of Q3 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 38,893 United Natural Foods shares in Q3 2024, an estimated $509K.
Total Clarity Wealth Management first reported a position in United Natural Foods in Q1 2023 and held it in 6 quarters.
Total Clarity Wealth Management's United Natural Foods position peaked at $509K in Q2 2024.
233 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.