Plante Moran Financial Advisors’s Unifirst Corp UNF Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-387	Closed	-$76.9K	–	993
2024 Q3	$76.9K	Buy	+387	New	+$71.3K	0.01%	320
2021 Q2	–	Sell	-44	Closed	-$10K	–	1112
2021 Q1	$10K	Sell	44 -18	-29%	-$4.14K	﹤0.01%	657
2020 Q4	$13K	Hold	62	–	–	﹤0.01%	596
2020 Q3	$12K	Buy	62 +44	+244%	+$8.24K	﹤0.01%	581
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	642
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	629
2019 Q4	$4K	Hold	18	–	–	﹤0.01%	645
2019 Q3	$4K	Hold	18	–	–	﹤0.01%	722
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	707
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	695
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	672
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	661
2018 Q2	$3K	Hold	18	–	–	﹤0.01%	692
2018 Q1	$3K	Buy	+18	New	+$2.89K	﹤0.01%	804
2017 Q1	–	Sell	-36	Closed	-$5K	–	1030
2016 Q4	$5K	Sell	36 -4	-10%	-$542	﹤0.01%	727
2016 Q3	$5K	Buy	40 +4	+11%	+$493	﹤0.01%	714
2016 Q2	$4K	Buy	36 +7	+24%	+$782	﹤0.01%	690
2016 Q1	$3K	Buy	+29	New	+$3.03K	﹤0.01%	677

Other funds holding UNF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors

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

Victory Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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