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Fortitude Advisory Group’s Unifirst Corp UNF Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-227
Closed -$42K – 1218
2022
Q1 		$42K Buy
227
+45
+25% +$8.31K 0.02% 594
2021
Q4 		$38K Buy
+182
New +$37.3K 0.02% 635

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fortitude Advisory Group's UNF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Unifirst Corp (UNF) in Q2 2022, closing a stake of 227 shares — an estimated $42K sold.

Fortitude Advisory Group first reported a position in UNF in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 238 funds tracked by Wall St. Rank hold UNF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Unifirst Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 227 Unifirst Corp shares in Q2 2022, an estimated $42K.
  • Fortitude Advisory Group first reported a position in Unifirst Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Unifirst Corp position peaked at $42K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.