BPA
UNF icon

Beacon Pointe Advisors’s Unifirst Corp UNF Stock Holding History

Beacon Pointe Advisors’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
-1,312
Closed -$214K – 1398
2023
Q3 		$214K Buy
+1,312
New +$217K ﹤0.01% 1203

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

Beacon Pointe Advisors's UNF Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Unifirst Corp (UNF) in Q4 2023, closing a stake of 1,312 shares — an estimated $214K sold.

Beacon Pointe Advisors first reported a position in UNF in Q3 2023 and held it in 1 quarter. The position peaked at $214K in Q3 2023. 225 funds tracked by Wall St. Rank hold UNF as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Unifirst Corp position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,312 Unifirst Corp shares in Q4 2023, an estimated $214K.
  • Beacon Pointe Advisors first reported a position in Unifirst Corp in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Unifirst Corp position peaked at $214K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.