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Avion Wealth’s Unifirst Corp UNF Stock Holding History

Avion Wealth’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
2023
Q4 		– Sell
-3
Closed – – 1351
2023
Q3 		$0 Buy
+3
New +$496 ﹤0.01% 1207

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Avion Wealth's UNF Position: Q4 2023 in Review

Avion Wealth sold out of Unifirst Corp (UNF) in Q4 2023, closing a stake of 3 shares.

Avion Wealth first reported a position in UNF in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 225 funds tracked by Wall St. Rank hold UNF as of Q4 2023.

  • Avion Wealth reported no remaining Unifirst Corp position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 3 Unifirst Corp shares in Q4 2023.
  • Avion Wealth first reported a position in Unifirst Corp in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's Unifirst Corp position peaked at $0 in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.