EWM
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Evercore Wealth Management’s Unifirst Corp UNF Stock Holding History

Evercore 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
2015
Q1 		– Sell
-15
Closed -$2K – 1040
2014
Q4 		$2K Buy
+15
New +$1.64K ﹤0.01% 848

Other funds holding UNF

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's UNF Position: Q1 2015 in Review

Evercore Wealth Management sold out of Unifirst Corp (UNF) in Q1 2015, closing a stake of 15 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in UNF in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 174 funds tracked by Wall St. Rank hold UNF as of Q1 2015.

  • Evercore Wealth Management reported no remaining Unifirst Corp position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 15 Unifirst Corp shares in Q1 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in Unifirst Corp in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Unifirst Corp position peaked at $2K in Q4 2014.
  • 174 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.