Ergoteles’s Unifirst Corp UNF Stock Holding History

Ergoteles’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	-4,040	Closed	-$712K	–	1543
2023 Q1	$712K	Buy	4,040 +2,917	+260%	+$569K	0.03%	617
2022 Q4	$217K	Sell	1,123 -1,477	-57%	-$270K	0.01%	1042
2022 Q3	$437K	Buy	+2,600	New	+$475K	0.02%	808
2021 Q4	–	Sell	-2,700	Closed	-$574K	–	1612
2021 Q3	$574K	Buy	2,700 +800	+42%	+$176K	0.02%	527
2021 Q2	$446K	Buy	+1,900	New	+$426K	0.01%	867

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ergoteles's UNF Position: Q2 2023 in Review

Ergoteles sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 4,040 shares — an estimated $712K sold.

Ergoteles first reported a position in UNF in Q2 2021 and held it in 5 quarters. The position peaked at $712K in Q1 2023. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

Ergoteles reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 4,040 Unifirst Corp shares in Q2 2023, an estimated $712K.
Ergoteles first reported a position in Unifirst Corp in Q2 2021 and held it in 5 quarters.
Ergoteles's Unifirst Corp position peaked at $712K in Q1 2023.
235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.