Laurel Wealth Advisors (California)’s Unifirst Corp UNF Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$306K	Buy	1,586 +137	+9%	+$25.1K	0.03%	502
2022 Q3	$244K	Buy	1,449 +36	+3%	+$6.57K	0.03%	554
2022 Q2	$243K	Sell	1,413 -645	-31%	-$108K	0.02%	570
2022 Q1	$379K	Sell	2,058 -411	-17%	-$75.9K	0.03%	510
2021 Q4	$520K	Buy	+2,469	New	+$506K	0.04%	441

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s UNF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Unifirst Corp (UNF) stake by 9.5% in Q4 2022, buying an estimated $25.1K and bringing the position to 1,586 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #502.

Laurel Wealth Advisors (California) first reported a position in UNF in Q4 2021 and has held it in 5 quarters since. The position peaked at $520K in Q4 2021. 250 funds tracked by Wall St. Rank hold UNF as of Q4 2022.

Laurel Wealth Advisors (California) held 1,586 shares of Unifirst Corp worth $306K as of Q4 2022.
Laurel Wealth Advisors (California) bought 137 Unifirst Corp shares in Q4 2022, an estimated $25.1K.
Unifirst Corp made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #502 holding.
Laurel Wealth Advisors (California) first reported a position in Unifirst Corp in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Unifirst Corp position peaked at $520K in Q4 2021.
250 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.