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Colonial Trust Advisors’s Unifirst Corp UNF Stock Holding History

Colonial Trust 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
Q2 		– Sell
-20
Closed -$3.47K – 1015
2024
Q1 		$3.47K Buy
+20
New +$3.39K ﹤0.01% 740

Other funds holding UNF

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Vanguard Group
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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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

Colonial Trust Advisors's UNF Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Unifirst Corp (UNF) in Q2 2024, closing a stake of 20 shares — an estimated $3.47K sold.

Colonial Trust Advisors first reported a position in UNF in Q1 2024 and held it in 1 quarter. The position peaked at $3.47K in Q1 2024. 270 funds tracked by Wall St. Rank hold UNF as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Unifirst Corp position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 20 Unifirst Corp shares in Q2 2024, an estimated $3.47K.
  • Colonial Trust Advisors first reported a position in Unifirst Corp in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Unifirst Corp position peaked at $3.47K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.