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Crewe Advisors’s Unifirst Corp UNF Stock Holding History

Crewe 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
-67
Closed -$11.8K – 1011
2023
Q1 		$11.8K Hold
67
– – ﹤0.01% 517
2022
Q4 		$12.9K Hold
67
– – ﹤0.01% 499
2022
Q3 		$11K Hold
67
– – ﹤0.01% 643
2022
Q2 		$12K Buy
+67
New +$11.2K ﹤0.01% 557
2020
Q4 		– Sell
-23
Closed -$4K – 640
2020
Q3 		$4K Buy
+23
New +$4.3K ﹤0.01% 418

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Crewe Advisors's UNF Position: Q2 2023 in Review

Crewe Advisors sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 67 shares — an estimated $11.8K sold.

Crewe Advisors first reported a position in UNF in Q3 2020 and held it in 5 quarters. The position peaked at $12.9K in Q4 2022. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

  • Crewe Advisors reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 67 Unifirst Corp shares in Q2 2023, an estimated $11.8K.
  • Crewe Advisors first reported a position in Unifirst Corp in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's Unifirst Corp position peaked at $12.9K in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.