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Bartlett & Co Wealth Management’s Unifirst Corp UNF Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-85
Closed -$14.6K – 1281
2022
Q2 		$14.6K Buy
+85
New +$14.2K ﹤0.01% 791

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bartlett & Co Wealth Management's UNF Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Unifirst Corp (UNF) in Q3 2022, closing a stake of 85 shares — an estimated $14.6K sold.

Bartlett & Co Wealth Management first reported a position in UNF in Q2 2022 and held it in 1 quarter. The position peaked at $14.6K in Q2 2022. 233 funds tracked by Wall St. Rank hold UNF as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Unifirst Corp position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 85 Unifirst Corp shares in Q3 2022, an estimated $14.6K.
  • Bartlett & Co Wealth Management first reported a position in Unifirst Corp in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Unifirst Corp position peaked at $14.6K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.