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Center for Financial Planning’s Unifirst Corp UNF Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-9
Closed -$2K – 666
2022
Q3 		$2K Buy
+9
New +$1.64K ﹤0.01% 565

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Center for Financial Planning's UNF Position: Q4 2022 in Review

Center for Financial Planning sold out of Unifirst Corp (UNF) in Q4 2022, closing a stake of 9 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in UNF in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 250 funds tracked by Wall St. Rank hold UNF as of Q4 2022.

  • Center for Financial Planning reported no remaining Unifirst Corp position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 9 Unifirst Corp shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Unifirst Corp in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Unifirst Corp position peaked at $2K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.