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Belpointe Asset Management’s Unifirst Corp UNF Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-109
Closed -$19.2K – 3228
2023
Q1 		$19.2K Sell
109
-11
-9% -$2.15K ﹤0.01% 2329
2022
Q4 		$23.2K Buy
+120
New +$21.9K ﹤0.01% 2080

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LCOV
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RRAM
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Belpointe Asset Management's UNF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 109 shares — an estimated $19.2K sold.

Belpointe Asset Management first reported a position in UNF in Q4 2022 and held it in 2 quarters. The position peaked at $23.2K in Q4 2022. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 109 Unifirst Corp shares in Q2 2023, an estimated $19.2K.
  • Belpointe Asset Management first reported a position in Unifirst Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Unifirst Corp position peaked at $23.2K in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.