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YHB Investment Advisors’s United Natural Foods UNFI Stock Holding History

YHB Investment Advisors’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
2015
Q3 		– Sell
-4,120
Closed -$262K – 167
2015
Q2 		$262K Hold
4,120
– – 0.06% 148
2015
Q1 		$317K Hold
4,120
– – 0.07% 140
2014
Q4 		$319K Hold
4,120
– – 0.07% 139
2014
Q3 		$253K Hold
4,120
– – 0.06% 140
2014
Q2 		$268K Hold
4,120
– – 0.06% 137
2014
Q1 		$292K Hold
4,120
– – 0.07% 134
2013
Q4 		$311K Hold
4,120
– – 0.08% 132
2013
Q3 		$277K Hold
4,120
– – 0.08% 128
2013
Q2 		$222K Buy
+4,120
New +$214K 0.07% 136

Other funds holding UNFI

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

YHB Investment Advisors's UNFI Position: Q3 2015 in Review

YHB Investment Advisors sold out of United Natural Foods (UNFI) in Q3 2015, closing a stake of 4,120 shares — an estimated $262K sold.

YHB Investment Advisors first reported a position in UNFI in Q2 2013 and held it in 9 quarters. The position peaked at $319K in Q4 2014. 285 funds tracked by Wall St. Rank hold UNFI as of Q3 2015.

  • YHB Investment Advisors reported no remaining United Natural Foods position as of Q3 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 4,120 United Natural Foods shares in Q3 2015, an estimated $262K.
  • YHB Investment Advisors first reported a position in United Natural Foods in Q2 2013 and held it in 9 quarters.
  • YHB Investment Advisors's United Natural Foods position peaked at $319K in Q4 2014.
  • 285 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2015.

Based on YHB Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.