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Money Concepts Capital’s Unifirst Corp UNF Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-13
Closed -$2.51K – 2749
2022
Q4 		$2.51K Buy
+13
New +$2.38K ﹤0.01% 2616

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Vanguard Group
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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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Money Concepts Capital's UNF Position: Q1 2023 in Review

Money Concepts Capital sold out of Unifirst Corp (UNF) in Q1 2023, closing a stake of 13 shares — an estimated $2.51K sold.

Money Concepts Capital first reported a position in UNF in Q4 2022 and held it in 1 quarter. The position peaked at $2.51K in Q4 2022. 241 funds tracked by Wall St. Rank hold UNF as of Q1 2023.

  • Money Concepts Capital reported no remaining Unifirst Corp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 13 Unifirst Corp shares in Q1 2023, an estimated $2.51K.
  • Money Concepts Capital first reported a position in Unifirst Corp in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Unifirst Corp position peaked at $2.51K in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.