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Glassman Wealth Services’s Unifirst Corp UNF Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-4
Closed -$732 – 1726
2023
Q4 		$732 Hold
4
– – ﹤0.01% 1625
2023
Q3 		$652 Buy
+4
New +$661 ﹤0.01% 1673

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Kayne Anderson Rudnick Investment Management
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State Street
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Victory Capital Management
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JP Morgan Chase
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Macquarie Group
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Glassman Wealth Services's UNF Position: Q1 2024 in Review

Glassman Wealth Services sold out of Unifirst Corp (UNF) in Q1 2024, closing a stake of 4 shares — an estimated $732 sold.

Glassman Wealth Services first reported a position in UNF in Q3 2023 and held it in 2 quarters. The position peaked at $732 in Q4 2023. 249 funds tracked by Wall St. Rank hold UNF as of Q1 2024.

  • Glassman Wealth Services reported no remaining Unifirst Corp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Unifirst Corp shares in Q1 2024, an estimated $732.
  • Glassman Wealth Services first reported a position in Unifirst Corp in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Unifirst Corp position peaked at $732 in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.