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Wealthspire Advisors (Maryland)’s United Natural Foods UNFI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-15,206
Closed -$133K – 509
2019
Q4 		$133K Buy
15,206
+13
+0.1% +$105 0.01% 483
2019
Q3 		$175K Buy
+15,193
New +$145K 0.01% 446
2019
Q2 		– Sell
-240
Closed -$3K – 1952
2019
Q1 		$3K Buy
240
+49
+26% +$661 ﹤0.01% 2060
2018
Q4 		$2K Buy
+191
New +$4.02K ﹤0.01% 2143
2018
Q3 		– Sell
-28
Closed -$1K – 2516
2018
Q2 		$1K Buy
28
+14
+100% +$618 ﹤0.01% 2371
2018
Q1 		$1K Buy
+14
New +$633 ﹤0.01% 2411
2017
Q3 		– Sell
-247
Closed -$9K – 2468
2017
Q2 		$9K Buy
247
+77
+45% +$3.09K ﹤0.01% 1586
2017
Q1 		$7K Buy
170
+5
+3% +$225 ﹤0.01% 1463
2016
Q4 		$8K Sell
165
-125
-43% -$5.61K ﹤0.01% 1300
2016
Q3 		$12K Buy
290
+115
+66% +$5.28K ﹤0.01% 1206
2016
Q2 		$8K Buy
+175
New +$6.72K ﹤0.01% 1242

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UNFI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of United Natural Foods (UNFI) in Q1 2020, closing a stake of 15,206 shares — an estimated $133K sold.

Wealthspire Advisors (Maryland) first reported a position in UNFI in Q2 2016 and held it in 11 quarters. The position peaked at $175K in Q3 2019. 190 funds tracked by Wall St. Rank hold UNFI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining United Natural Foods position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 15,206 United Natural Foods shares in Q1 2020, an estimated $133K.
  • Wealthspire Advisors (Maryland) first reported a position in United Natural Foods in Q2 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s United Natural Foods position peaked at $175K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.