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VisionPoint Advisory Group’s United Natural Foods UNFI Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-563
Closed -$7.96K – 887
2023
Q3 		$7.96K Buy
+563
New +$11K ﹤0.01% 463

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VisionPoint Advisory Group's UNFI Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of United Natural Foods (UNFI) in Q4 2023, closing a stake of 563 shares — an estimated $7.96K sold.

VisionPoint Advisory Group first reported a position in UNFI in Q3 2023 and held it in 1 quarter. The position peaked at $7.96K in Q3 2023. 243 funds tracked by Wall St. Rank hold UNFI as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining United Natural Foods position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 563 United Natural Foods shares in Q4 2023, an estimated $7.96K.
  • VisionPoint Advisory Group first reported a position in United Natural Foods in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's United Natural Foods position peaked at $7.96K in Q3 2023.
  • 243 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.