AWM
UNF icon

Argent Wealth Management’s Unifirst Corp UNF Stock Holding History

Argent Wealth Management’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$771K Sell
3,869
-586
-13% -$98.2K 0.13% 87
2020
Q1 		$669K Hold
4,455
– – 0.14% 84
2019
Q4 		$900K Buy
+4,455
New +$904K 0.15% 89

Other funds holding UNF

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Argent Wealth Management's UNF Position: Q2 2020 in Review

Argent Wealth Management reduced its Unifirst Corp (UNF) stake by 13% in Q2 2020, selling an estimated $98.2K and leaving 3,869 shares worth $771K. The position accounts for 0.13% of the portfolio, ranked #87.

Argent Wealth Management first reported a position in UNF in Q4 2019 and has held it in 3 quarters since. The position peaked at $900K in Q4 2019. 260 funds tracked by Wall St. Rank hold UNF as of Q2 2020.

  • Argent Wealth Management held 3,869 shares of Unifirst Corp worth $771K as of Q2 2020.
  • Argent Wealth Management sold 586 Unifirst Corp shares in Q2 2020, an estimated $98.2K.
  • Unifirst Corp made up 0.13% of Argent Wealth Management's portfolio in Q2 2020, its #87 holding.
  • Argent Wealth Management first reported a position in Unifirst Corp in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Unifirst Corp position peaked at $900K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.