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IHT Wealth Management’s Unifirst Corp UNF Stock Holding History

IHT Wealth 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
-1,219
Closed -$239K – 1212
2024
Q3 		$239K Buy
+1,219
New +$225K 0.01% 1017

Other funds holding UNF

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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

IHT Wealth Management's UNF Position: Q4 2024 in Review

IHT Wealth Management sold out of Unifirst Corp (UNF) in Q4 2024, closing a stake of 1,219 shares — an estimated $239K sold.

IHT Wealth Management first reported a position in UNF in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 277 funds tracked by Wall St. Rank hold UNF as of Q4 2024.

  • IHT Wealth Management reported no remaining Unifirst Corp position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 1,219 Unifirst Corp shares in Q4 2024, an estimated $239K.
  • IHT Wealth Management first reported a position in Unifirst Corp in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Unifirst Corp position peaked at $239K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.