Bogart Wealth LLC’s Unifirst Corp UNF Stock Holding History

Bogart Wealth LLC’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	-20	Closed	-$3.52K	–	1131
2023 Q1	$3.52K	Buy	+20	New	+$3.9K	﹤0.01%	803

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bogart Wealth LLC's UNF Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 20 shares — an estimated $3.52K sold.

Bogart Wealth LLC first reported a position in UNF in Q1 2023 and held it in 1 quarter. The position peaked at $3.52K in Q1 2023. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

Bogart Wealth LLC reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 20 Unifirst Corp shares in Q2 2023, an estimated $3.52K.
Bogart Wealth LLC first reported a position in Unifirst Corp in Q1 2023 and held it in 1 quarter.
Bogart Wealth LLC's Unifirst Corp position peaked at $3.52K in Q1 2023.
235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.