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Integrated Wealth Concepts’s Unifirst Corp UNF Stock Holding History

Integrated Wealth Concepts’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
-1,377
Closed -$274K – 1787
2024
Q3 		$274K Sell
1,377
-222
-14% -$40.9K ﹤0.01% 1403
2024
Q2 		$274K Buy
1,599
+1
+0.1% +$161 ﹤0.01% 1362
2024
Q1 		$277K Hold
1,598
– – ﹤0.01% 1359
2023
Q4 		$292K Buy
1,598
+12
+0.8% +$2.05K ﹤0.01% 1282
2023
Q3 		$259K Hold
1,586
– – ﹤0.01% 1300
2023
Q2 		$246K Buy
+1,586
New +$267K ﹤0.01% 1327

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
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

Integrated Wealth Concepts's UNF Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Unifirst Corp (UNF) in Q4 2024, closing a stake of 1,377 shares — an estimated $274K sold.

Integrated Wealth Concepts first reported a position in UNF in Q2 2023 and held it in 6 quarters. The position peaked at $292K in Q4 2023. 277 funds tracked by Wall St. Rank hold UNF as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Unifirst Corp position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,377 Unifirst Corp shares in Q4 2024, an estimated $274K.
  • Integrated Wealth Concepts first reported a position in Unifirst Corp in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Unifirst Corp position peaked at $292K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2024.

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