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Concourse Financial Group Securities’s Unifirst Corp UNF Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-158
Closed -$36.2K – 1941
2024
Q4 		$36.2K Buy
158
+3
+2% +$572 ﹤0.01% 1333
2024
Q3 		$30.8K Sell
155
-6
-4% -$1.11K ﹤0.01% 1377
2024
Q2 		$27.6K Sell
161
-3
-2% -$484 ﹤0.01% 1418
2024
Q1 		$28.5K Buy
164
+2
+1% +$339 ﹤0.01% 1403
2023
Q4 		$29.7K Sell
162
-4
-2% -$682 ﹤0.01% 1353
2023
Q3 		$27.1K Sell
166
-27
-14% -$4.46K ﹤0.01% 1339
2023
Q2 		$29.9K Sell
193
-18
-9% -$3.03K ﹤0.01% 1289
2023
Q1 		$37.2K Buy
211
+2
+1% +$390 ﹤0.01% 1217
2022
Q4 		$40.4K Sell
209
-1
-0.5% -$183 ﹤0.01% 1170
2022
Q3 		$35K Sell
210
-70
-25% -$12.8K ﹤0.01% 1101
2022
Q2 		$48K Sell
280
-50
-15% -$8.35K ﹤0.01% 1111
2022
Q1 		$61K Sell
330
-54
-14% -$9.98K ﹤0.01% 1072
2021
Q4 		$81K Sell
384
-4
-1% -$820 ﹤0.01% 1091
2021
Q3 		$82K Buy
388
+12
+3% +$2.64K 0.01% 1089
2021
Q2 		$88K Buy
376
+18
+5% +$4.04K 0.01% 1043
2021
Q1 		$80K Buy
358
+23
+7% +$5.3K 0.01% 1038
2020
Q4 		$71K Buy
335
+16
+5% +$3.04K 0.01% 1028
2020
Q3 		$60K Buy
319
+146
+84% +$27.3K 0.01% 991
2020
Q2 		$31K Buy
173
+165
+2,063% +$27.6K ﹤0.01% 1139
2020
Q1 		$1K Hold
8
– – ﹤0.01% 2098
2019
Q4 		$2K Hold
8
– – ﹤0.01% 1933
2019
Q3 		$2K Hold
8
– – ﹤0.01% 1579
2019
Q2 		$2K Hold
8
– – ﹤0.01% 2040
2019
Q1 		$1K Buy
+8
New +$1.12K ﹤0.01% 2189

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Concourse Financial Group Securities's UNF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Unifirst Corp (UNF) in Q1 2025, closing a stake of 158 shares — an estimated $36.2K sold.

Concourse Financial Group Securities first reported a position in UNF in Q1 2019 and held it in 24 quarters. The position peaked at $88K in Q2 2021. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Unifirst Corp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 158 Unifirst Corp shares in Q1 2025, an estimated $36.2K.
  • Concourse Financial Group Securities first reported a position in Unifirst Corp in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Unifirst Corp position peaked at $88K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.