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First Trust Direct Indexing’s Unifirst Corp UNF Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-561
Closed -$119K – 959
2020
Q4 		$119K Buy
+561
New +$107K 0.03% 456

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LCOV
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

First Trust Direct Indexing's UNF Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Unifirst Corp (UNF) in Q1 2021, closing a stake of 561 shares — an estimated $119K sold.

First Trust Direct Indexing first reported a position in UNF in Q4 2020 and held it in 1 quarter. The position peaked at $119K in Q4 2020. 259 funds tracked by Wall St. Rank hold UNF as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Unifirst Corp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 561 Unifirst Corp shares in Q1 2021, an estimated $119K.
  • First Trust Direct Indexing first reported a position in Unifirst Corp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Unifirst Corp position peaked at $119K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.