Next Financial Group’s Unifirst Corp UNF Stock Holding History

Next Financial Group’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
2021 Q4	$12K	Buy	56 +46	+460%	+$9.44K	﹤0.01%	2127
2021 Q3	$2K	Sell	10 -3	-23%	-$660	﹤0.01%	2529
2021 Q2	$3K	Sell	13 -2	-13%	-$449	﹤0.01%	2358
2021 Q1	$3K	Buy	15 +5	+50%	+$1.15K	﹤0.01%	2261
2020 Q4	$2K	Buy	+10	New	+$1.9K	﹤0.01%	2221
2020 Q1	–	Sell	-9	Closed	-$2K	–	2414
2019 Q4	$2K	Sell	9 -759	-99%	-$154K	﹤0.01%	2216
2019 Q3	$150K	Buy	+768	New	+$149K	0.02%	770

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Next Financial Group's UNF Position: Q4 2021 in Review

Next Financial Group increased its Unifirst Corp (UNF) stake by 460% in Q4 2021, buying an estimated $9.44K and bringing the position to 56 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Next Financial Group first reported a position in UNF in Q3 2019 and has held it in 7 quarters since. The position peaked at $150K in Q3 2019. 250 funds tracked by Wall St. Rank hold UNF as of Q4 2021.

Next Financial Group held 56 shares of Unifirst Corp worth $12K as of Q4 2021.
Next Financial Group bought 46 Unifirst Corp shares in Q4 2021, an estimated $9.44K.
Unifirst Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2127 holding.
Next Financial Group first reported a position in Unifirst Corp in Q3 2019 and has held it in 7 quarters since.
Next Financial Group's Unifirst Corp position peaked at $150K in Q3 2019.
250 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.