Financial Gravity Asset Management’s Unifirst Corp UNF Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-193	Closed	-$300	–	1661
2022 Q4	$300	Buy	+193	New	+$35.3K	﹤0.01%	879
2020 Q2	–	Sell	-45	Closed	-$6	–	858
2020 Q1	$6	Buy	+45	New	+$8.49K	﹤0.01%	1055
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	1263
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	1293
2018 Q1	$1K	Buy	+5	New	+$803	﹤0.01%	1277

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

Financial Gravity Asset Management's UNF Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Unifirst Corp (UNF) in Q1 2023, closing a stake of 193 shares — an estimated $300 sold.

Financial Gravity Asset Management first reported a position in UNF in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 241 funds tracked by Wall St. Rank hold UNF as of Q1 2023.

Financial Gravity Asset Management reported no remaining Unifirst Corp position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 193 Unifirst Corp shares in Q1 2023, an estimated $300.
Financial Gravity Asset Management first reported a position in Unifirst Corp in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Unifirst Corp position peaked at $1K in Q3 2018.
241 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.