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JP Morgan Private Wealth Advisors’s Unifirst Corp UNF Stock Holding History

JP Morgan Private 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
Q3 		$761K Sell
4,667
-167
-3% -$27.6K ﹤0.01% 1078
2023
Q2 		$749K Sell
4,834
-1,850
-28% -$311K ﹤0.01% 872
2023
Q1 		$1.18M Buy
6,684
+295
+5% +$57.5K ﹤0.01% 1100
2022
Q4 		$1.23M Sell
6,389
-5,802
-48% -$1.06M ﹤0.01% 1047
2022
Q3 		$2.05M Sell
12,191
-470
-4% -$85.8K 0.01% 830
2022
Q2 		$2.18M Sell
12,661
-543
-4% -$90.7K 0.01% 818
2022
Q1 		$2.43M Buy
13,204
+3,317
+34% +$613K 0.01% 835
2021
Q4 		$2.08M Buy
9,887
+263
+3% +$53.9K ﹤0.01% 896
2021
Q3 		$2.05M Buy
9,624
+269
+3% +$59.2K 0.01% 892
2021
Q2 		$2.19M Buy
9,355
+976
+12% +$219K 0.01% 837
2021
Q1 		$1.88M Sell
8,379
-173
-2% -$39.8K 0.01% 796
2020
Q4 		$1.81M Buy
8,552
+143
+2% +$27.2K 0.01% 774
2020
Q3 		$1.59M Sell
8,409
-121
-1% -$22.6K 0.01% 719
2020
Q2 		$1.53M Sell
8,530
-4,633
-35% -$776K 0.01% 661
2020
Q1 		$1.99M Sell
13,163
-30
-0.2% -$5.66K 0.01% 543
2019
Q4 		$2.67M Sell
13,193
-30
-0.2% -$6.08K 0.01% 554
2019
Q3 		$2.58M Buy
13,223
+1,239
+10% +$240K 0.01% 539
2019
Q2 		$2.26M Buy
11,984
+839
+8% +$136K 0.01% 569
2019
Q1 		$1.71M Buy
11,145
+83
+0.8% +$11.7K 0.01% 651
2018
Q4 		$1.58M Buy
+11,062
New +$1.66M 0.01% 622

Other funds holding UNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UNF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Unifirst Corp (UNF) stake by 3.5% in Q3 2023, selling an estimated $27.6K and leaving 4,667 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

JP Morgan Private Wealth Advisors first reported a position in UNF in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.67M in Q4 2019. 219 funds tracked by Wall St. Rank hold UNF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,667 shares of Unifirst Corp worth $761K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 167 Unifirst Corp shares in Q3 2023, an estimated $27.6K.
  • Unifirst Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1078 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Unifirst Corp in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Unifirst Corp position peaked at $2.67M in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.