CM Wealth Advisors’s Unifirst Corp UNF Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-5,206	Closed	-$842K	–	417
2023 Q1	$842K	Buy	+5,206	New	+$1.02M	0.16%	188

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

CM Wealth Advisors's UNF Position: Q2 2023 in Review

CM Wealth Advisors sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 5,206 shares — an estimated $842K sold.

CM Wealth Advisors first reported a position in UNF in Q1 2023 and held it in 1 quarter. The position peaked at $842K in Q1 2023. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

CM Wealth Advisors reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,206 Unifirst Corp shares in Q2 2023, an estimated $842K.
CM Wealth Advisors first reported a position in Unifirst Corp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Unifirst Corp position peaked at $842K in Q1 2023.
235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.