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Coppell Advisory Solutions’s Unifirst Corp UNF Stock Holding History

Coppell Advisory Solutions’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
-8
Closed -$1.37K – 1777
2024
Q4 		$1.37K Hold
8
– – ﹤0.01% 1606
2024
Q3 		$1.54K Hold
8
– – ﹤0.01% 1495
2024
Q2 		$1.37K Buy
+8
New +$1.29K ﹤0.01% 1448
2023
Q4 		$1.46K Buy
+8
New +$1.36K ﹤0.01% 1354
2023
Q3 		– Sell
-8
Closed -$1.25K – 1554
2023
Q2 		$1.25K Buy
+8
New +$1.35K ﹤0.01% 1095

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LCOV
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RRAM
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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

Coppell Advisory Solutions's UNF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Unifirst Corp (UNF) in Q1 2025, closing a stake of 8 shares — an estimated $1.37K sold.

Coppell Advisory Solutions first reported a position in UNF in Q2 2023 and held it in 5 quarters. The position peaked at $1.54K in Q3 2024. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Unifirst Corp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8 Unifirst Corp shares in Q1 2025, an estimated $1.37K.
  • Coppell Advisory Solutions first reported a position in Unifirst Corp in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Unifirst Corp position peaked at $1.54K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.