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Oak Family Advisors’s Unifirst Corp UNF Stock Holding History

Oak Family 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
2025
Q1 		– Sell
-1,375
Closed -$235K – 140
2024
Q4 		$235K Sell
1,375
-1,476
-52% -$281K 0.09% 100
2024
Q3 		$566K Sell
2,851
-64
-2% -$11.8K 0.17% 89
2024
Q2 		$500K Buy
2,915
+93
+3% +$15K 0.17% 90
2024
Q1 		$489K Sell
2,822
-35
-1% -$5.94K 0.19% 83
2023
Q4 		$523K Buy
2,857
+1,212
+74% +$207K 0.22% 84
2023
Q3 		$268K Sell
1,645
-122
-7% -$20.2K 0.13% 91
2023
Q2 		$274K Sell
1,767
-59
-3% -$9.93K 0.13% 100
2023
Q1 		$322K Buy
1,826
+1
+0.1% +$195 0.16% 90
2022
Q4 		$352K Hold
1,825
– – 0.19% 85
2022
Q3 		$307K Buy
1,825
+124
+7% +$22.6K 0.16% 90
2022
Q2 		$293K Buy
1,701
+39
+2% +$6.52K 0.15% 97
2022
Q1 		$306K Sell
1,662
-230
-12% -$42.5K 0.12% 105
2021
Q4 		$398K Buy
1,892
+75
+4% +$15.4K 0.15% 96
2021
Q3 		$386K Buy
+1,817
New +$400K 0.14% 92

Other funds holding UNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Oak Family Advisors's UNF Position: Q1 2025 in Review

Oak Family Advisors sold out of Unifirst Corp (UNF) in Q1 2025, closing a stake of 1,375 shares — an estimated $235K sold.

Oak Family Advisors first reported a position in UNF in Q3 2021 and held it in 14 quarters. The position peaked at $566K in Q3 2024. 303 funds tracked by Wall St. Rank hold UNF as of Q1 2025.

  • Oak Family Advisors reported no remaining Unifirst Corp position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 1,375 Unifirst Corp shares in Q1 2025, an estimated $235K.
  • Oak Family Advisors first reported a position in Unifirst Corp in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's Unifirst Corp position peaked at $566K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.