Intercontinental Wealth Advisors’s Unifirst Corp UNF Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$1.01M	Buy	6,501 +32	+0.5%	+$5.38K	0.24%	95
2023 Q1	$1.14M	Sell	6,469 -101	-2%	-$19.7K	0.29%	77
2022 Q4	$1.27M	Sell	6,570 -325	-5%	-$59.4K	0.38%	52
2022 Q3	$1.16M	Buy	6,895 +56	+0.8%	+$10.2K	0.36%	60
2022 Q2	$1.18M	Buy	6,839 +5	+0.1%	+$835	0.32%	63
2022 Q1	$1.26M	Buy	6,834 +2,903	+74%	+$536K	0.29%	68
2021 Q4	$827K	Sell	3,931 -35	-0.9%	-$7.18K	0.17%	116
2021 Q3	$843K	Sell	3,966 -329	-8%	-$72.4K	0.2%	103
2021 Q2	$1.01M	Buy	4,295 +14	+0.3%	+$3.14K	0.2%	97
2021 Q1	$958K	Buy	4,281 +94	+2%	+$21.6K	0.21%	93
2020 Q4	$886K	Buy	4,187 +20	+0.5%	+$3.81K	0.21%	92
2020 Q3	$789K	Buy	4,167 +41	+1%	+$7.67K	0.23%	87
2020 Q2	$738K	Buy	4,126 +2,241	+119%	+$375K	0.24%	90
2020 Q1	$285K	Buy	+1,885	New	+$356K	0.15%	118

Other funds holding UNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Intercontinental Wealth Advisors's UNF Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Unifirst Corp (UNF) stake by 0.49% in Q2 2023, buying an estimated $5.38K and bringing the position to 6,501 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #95.

Intercontinental Wealth Advisors first reported a position in UNF in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.27M in Q4 2022. 234 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

Intercontinental Wealth Advisors held 6,501 shares of Unifirst Corp worth $1.01M as of Q2 2023.
Intercontinental Wealth Advisors bought 32 Unifirst Corp shares in Q2 2023, an estimated $5.38K.
Unifirst Corp made up 0.24% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #95 holding.
Intercontinental Wealth Advisors first reported a position in Unifirst Corp in Q1 2020 and has held it in 14 quarters since.
Intercontinental Wealth Advisors's Unifirst Corp position peaked at $1.27M in Q4 2022.
234 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.