Institutional & Family Asset Management’s Unifirst Corp UNF Stock Holding History

Institutional & Family 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
2024 Q2	$5.32K	Hold	31	–	–	﹤0.01%	491
2024 Q1	$5.38K	Hold	31	–	–	﹤0.01%	485
2023 Q4	$5.67K	Buy	31 +2	+7%	+$341	﹤0.01%	464
2023 Q3	$4.73K	Hold	29	–	–	﹤0.01%	473
2023 Q2	$4.5K	Hold	29	–	–	﹤0.01%	488
2023 Q1	$5.11K	Hold	29	–	–	﹤0.01%	474
2022 Q4	$5.6K	Sell	29 -5	-15%	-$914	﹤0.01%	452
2022 Q3	$6K	Hold	34	–	–	﹤0.01%	462
2022 Q2	$6K	Hold	34	–	–	﹤0.01%	473
2022 Q1	$6K	Buy	34 +15	+79%	+$2.77K	﹤0.01%	535
2021 Q4	$4K	Hold	19	–	–	﹤0.01%	602
2021 Q3	$4K	Hold	19	–	–	﹤0.01%	717
2021 Q2	$4K	Hold	19	–	–	﹤0.01%	759
2021 Q1	$4K	Sell	19 -10	-34%	-$2.3K	﹤0.01%	732
2020 Q4	$6K	Hold	29	–	–	﹤0.01%	625
2020 Q3	$5K	Hold	29	–	–	﹤0.01%	599
2020 Q2	$5K	Buy	29 +4	+16%	+$670	﹤0.01%	584
2020 Q1	$4K	Hold	25	–	–	﹤0.01%	573
2019 Q4	$5K	Hold	25	–	–	﹤0.01%	608
2019 Q3	$5K	Buy	+25	New	+$4.84K	﹤0.01%	574

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Institutional & Family Asset Management's UNF Position: Q2 2024 in Review

Institutional & Family Asset Management held its Unifirst Corp (UNF) position steady in Q2 2024 at 31 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Institutional & Family Asset Management first reported a position in UNF in Q3 2019 and has held it in 20 quarters since. The position peaked at $6K in Q3 2022. 270 funds tracked by Wall St. Rank hold UNF as of Q2 2024.

Institutional & Family Asset Management held 31 shares of Unifirst Corp worth $5.32K as of Q2 2024.
Institutional & Family Asset Management left its Unifirst Corp share count unchanged in Q2 2024.
Unifirst Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #491 holding.
Institutional & Family Asset Management first reported a position in Unifirst Corp in Q3 2019 and has held it in 20 quarters since.
Institutional & Family Asset Management's Unifirst Corp position peaked at $6K in Q3 2022.
270 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.