Nvest Financial’s Unifirst Corp UNF Stock Holding History

Nvest Financial’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
2024 Q4	–	Sell	-1,020	Closed	-$203K	–	113
2024 Q3	$203K	Buy	+1,020	New	+$188K	0.12%	90

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Nvest Financial's UNF Position: Q4 2024 in Review

Nvest Financial sold out of Unifirst Corp (UNF) in Q4 2024, closing a stake of 1,020 shares — an estimated $203K sold.

Nvest Financial first reported a position in UNF in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 277 funds tracked by Wall St. Rank hold UNF as of Q4 2024.

Nvest Financial reported no remaining Unifirst Corp position as of Q4 2024 after selling out during the quarter.
Nvest Financial sold 1,020 Unifirst Corp shares in Q4 2024, an estimated $203K.
Nvest Financial first reported a position in Unifirst Corp in Q3 2024 and held it in 1 quarter.
Nvest Financial's Unifirst Corp position peaked at $203K in Q3 2024.
277 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2024.

Based on Nvest Financial's 13F filing for Q4 2024, filed 23 Jan 2025.