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Evergreen Capital Management’s Unifirst Corp UNF Stock Holding History

Evergreen Capital 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
2024
Q4 		– Sell
-1,080
Closed -$215K – 1120
2024
Q3 		$215K Buy
+1,080
New +$199K 0.01% 896
2023
Q1 		– Sell
-1,109
Closed -$214K – 761
2022
Q4 		$214K Sell
1,109
-179
-14% -$32.7K 0.01% 586
2022
Q3 		$217K Buy
1,288
+65
+5% +$11.9K 0.01% 534
2022
Q2 		$211K Buy
+1,223
New +$204K 0.01% 511
2021
Q3 		– Sell
-903
Closed -$212K – 594
2021
Q2 		$212K Buy
+903
New +$203K 0.01% 494

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Evergreen Capital Management's UNF Position: Q4 2024 in Review

Evergreen Capital Management sold out of Unifirst Corp (UNF) in Q4 2024, closing a stake of 1,080 shares — an estimated $215K sold.

Evergreen Capital Management first reported a position in UNF in Q2 2021 and held it in 5 quarters. The position peaked at $217K in Q3 2022. 277 funds tracked by Wall St. Rank hold UNF as of Q4 2024.

  • Evergreen Capital Management reported no remaining Unifirst Corp position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 1,080 Unifirst Corp shares in Q4 2024, an estimated $215K.
  • Evergreen Capital Management first reported a position in Unifirst Corp in Q2 2021 and held it in 5 quarters.
  • Evergreen Capital Management's Unifirst Corp position peaked at $217K in Q3 2022.
  • 277 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.