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Ellevest Inc’s Unifirst Corp UNF Stock Holding History

Ellevest Inc’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
-21
Closed -$3.7K – 1554
2023
Q1 		$3.7K Buy
21
+4
+24% +$780 ﹤0.01% 1294
2022
Q4 		$3.28K Buy
17
+10
+143% +$1.83K ﹤0.01% 1289
2022
Q3 		$1K Buy
+7
New +$1.28K ﹤0.01% 1530
2020
Q1 		– Sell
-3
Closed -$1K – 1304
2019
Q4 		$1K Buy
+3
New +$608 ﹤0.01% 884

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RRAM
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Kayne Anderson Rudnick Investment Management
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Dimensional Fund Advisors
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ellevest Inc's UNF Position: Q2 2023 in Review

Ellevest Inc sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 21 shares — an estimated $3.7K sold.

Ellevest Inc first reported a position in UNF in Q4 2019 and held it in 4 quarters. The position peaked at $3.7K in Q1 2023. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

  • Ellevest Inc reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 21 Unifirst Corp shares in Q2 2023, an estimated $3.7K.
  • Ellevest Inc first reported a position in Unifirst Corp in Q4 2019 and held it in 4 quarters.
  • Ellevest Inc's Unifirst Corp position peaked at $3.7K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.