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Carolinas Wealth Consulting’s Unifirst Corp UNF Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-67
Closed -$10.4K – 1121
2023
Q2 		$10.4K Hold
67
– – ﹤0.01% 586
2023
Q1 		$11.8K Hold
67
– – ﹤0.01% 587
2022
Q4 		$13K Hold
67
– – ﹤0.01% 573
2022
Q3 		$11K Hold
67
– – ﹤0.01% 561
2022
Q2 		$12K Hold
67
– – ﹤0.01% 547
2022
Q1 		$12K Hold
67
– – ﹤0.01% 584
2021
Q4 		$14K Buy
67
+28
+72% +$5.74K ﹤0.01% 570
2021
Q3 		$8K Hold
39
– – ﹤0.01% 616
2021
Q2 		$9K Hold
39
– – ﹤0.01% 621
2021
Q1 		$9K Hold
39
– – ﹤0.01% 638
2020
Q4 		$8K Hold
39
– – ﹤0.01% 603
2020
Q3 		$7K Buy
+39
New +$7.3K ﹤0.01% 532

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
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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carolinas Wealth Consulting's UNF Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Unifirst Corp (UNF) in Q3 2023, closing a stake of 67 shares — an estimated $10.4K sold.

Carolinas Wealth Consulting first reported a position in UNF in Q3 2020 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 219 funds tracked by Wall St. Rank hold UNF as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Unifirst Corp position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 67 Unifirst Corp shares in Q3 2023, an estimated $10.4K.
  • Carolinas Wealth Consulting first reported a position in Unifirst Corp in Q3 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Unifirst Corp position peaked at $14K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.