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Toth Financial Advisory’s United Natural Foods UNFI Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-100
Closed -$1.62K – 774
2023
Q4 		$1.62K Buy
+100
New +$1.52K ﹤0.01% 641
2018
Q1 		– Sell
-5,000
Closed -$246K – 464
2017
Q4 		$246K Buy
+5,000
New +$218K 0.06% 141

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Toth Financial Advisory's UNFI Position: Q1 2024 in Review

Toth Financial Advisory sold out of United Natural Foods (UNFI) in Q1 2024, closing a stake of 100 shares — an estimated $1.62K sold.

Toth Financial Advisory first reported a position in UNFI in Q4 2017 and held it in 2 quarters. The position peaked at $246K in Q4 2017. 224 funds tracked by Wall St. Rank hold UNFI as of Q1 2024.

  • Toth Financial Advisory reported no remaining United Natural Foods position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 United Natural Foods shares in Q1 2024, an estimated $1.62K.
  • Toth Financial Advisory first reported a position in United Natural Foods in Q4 2017 and held it in 2 quarters.
  • Toth Financial Advisory's United Natural Foods position peaked at $246K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.