Capstone Investment Advisors
UNF icon

Capstone Investment Advisors’s Unifirst Corp UNF Stock Holding History

Capstone Investment 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
Q3 		– Sell
-2,201
Closed -$378K – 2216
2024
Q2 		$378K Buy
+2,201
New +$355K ﹤0.01% 1455
2024
Q1 		– Sell
-2,050
Closed -$375K – 2558
2023
Q4 		$375K Buy
+2,050
New +$350K ﹤0.01% 1487

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RRAM
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Dimensional Fund Advisors
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Capstone Investment Advisors's UNF Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Unifirst Corp (UNF) in Q3 2024, closing a stake of 2,201 shares — an estimated $378K sold.

Capstone Investment Advisors first reported a position in UNF in Q4 2023 and held it in 2 quarters. The position peaked at $378K in Q2 2024. 267 funds tracked by Wall St. Rank hold UNF as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Unifirst Corp position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,201 Unifirst Corp shares in Q3 2024, an estimated $378K.
  • Capstone Investment Advisors first reported a position in Unifirst Corp in Q4 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Unifirst Corp position peaked at $378K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.