DI
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Disciplined Investments’s Unifirst Corp UNF Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-3
Closed -$465 – 1459
2023
Q2 		$465 Sell
3
-1
-25% -$168 ﹤0.01% 1252
2023
Q1 		$705 Hold
4
– – ﹤0.01% 1112
2022
Q4 		$772 Hold
4
– – ﹤0.01% 1007
2022
Q3 		$1K Hold
4
– – ﹤0.01% 1115
2022
Q2 		$1K Hold
4
– – ﹤0.01% 1147
2022
Q1 		$1K Buy
+4
New +$739 ﹤0.01% 1215

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Disciplined Investments's UNF Position: Q3 2023 in Review

Disciplined Investments sold out of Unifirst Corp (UNF) in Q3 2023, closing a stake of 3 shares — an estimated $465 sold.

Disciplined Investments first reported a position in UNF in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 219 funds tracked by Wall St. Rank hold UNF as of Q3 2023.

  • Disciplined Investments reported no remaining Unifirst Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Unifirst Corp shares in Q3 2023, an estimated $465.
  • Disciplined Investments first reported a position in Unifirst Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Unifirst Corp position peaked at $1K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.