Tradition Wealth Management’s United Natural Foods UNFI Stock Holding History

Tradition 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 Q1	–	Sell	-200	Closed	-$3K	–	1142
2023 Q4	$3K	Hold	200	–	–	﹤0.01%	1256
2023 Q3	$3K	Hold	200	–	–	﹤0.01%	1340
2023 Q2	$4K	Hold	200	–	–	﹤0.01%	1296
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	1166
2022 Q4	$8K	Hold	200	–	–	﹤0.01%	956
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	1013
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	881
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	952
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	928
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	915
2021 Q2	$7K	Buy	+200	New	+$7.27K	﹤0.01%	1025
2021 Q1	–	Sell	-300	Closed	-$5K	–	1034
2020 Q4	$5K	Buy	+300	New	+$5.02K	﹤0.01%	852

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Tradition Wealth Management's UNFI Position: Q1 2024 in Review

Tradition Wealth Management sold out of United Natural Foods (UNFI) in Q1 2024, closing a stake of 200 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in UNFI in Q4 2020 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 224 funds tracked by Wall St. Rank hold UNFI as of Q1 2024.

Tradition Wealth Management reported no remaining United Natural Foods position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 200 United Natural Foods shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in United Natural Foods in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's United Natural Foods position peaked at $10K in Q4 2021.
224 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.