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Capital Performance Advisors’s Unifirst Corp UNF Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-59
Closed -$11.7K – 2546
2024
Q3 		$11.7K Buy
+59
New +$10.9K ﹤0.01% 777

Other funds holding UNF

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Capital Performance Advisors's UNF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Unifirst Corp (UNF) in Q4 2024, closing a stake of 59 shares — an estimated $11.7K sold.

Capital Performance Advisors first reported a position in UNF in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 277 funds tracked by Wall St. Rank hold UNF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Unifirst Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 Unifirst Corp shares in Q4 2024, an estimated $11.7K.
  • Capital Performance Advisors first reported a position in Unifirst Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Unifirst Corp position peaked at $11.7K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.