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Cornerstone Wealth Management’s Unifirst Corp UNF Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-109,466
Closed -$701K – 1106
2018
Q3 		$701K Sell
109,466
-17,479
-14% -$3.22M 0.01% 812
2018
Q2 		$701K Buy
+126,945
New +$21.7M 0.01% 891

Other funds holding UNF

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Wealth Management's UNF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Unifirst Corp (UNF) in Q4 2018, closing a stake of 109,466 shares — an estimated $701K sold.

Cornerstone Wealth Management first reported a position in UNF in Q2 2018 and held it in 2 quarters. The position peaked at $701K in Q3 2018. 213 funds tracked by Wall St. Rank hold UNF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Unifirst Corp position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 109,466 Unifirst Corp shares in Q4 2018, an estimated $701K.
  • Cornerstone Wealth Management first reported a position in Unifirst Corp in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Unifirst Corp position peaked at $701K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.