Simplicity Solutions’s Unifirst Corp UNF Stock Holding History

Simplicity Solutions’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 Q4	$323K	Sell	1,768 -18	-1%	-$3.07K	0.01%	811
2023 Q3	$291K	Buy	1,786 +106	+6%	+$17.5K	0.01%	779
2023 Q2	$260K	Buy	1,680 +190	+13%	+$32K	0.01%	880
2023 Q1	$263K	Sell	1,490 -42	-3%	-$8.19K	0.01%	904
2022 Q4	$296K	Sell	1,532 -10	-0.6%	-$1.83K	0.04%	488
2022 Q3	$259K	Buy	1,542 +135	+10%	+$24.6K	0.04%	509
2022 Q2	$242K	Buy	1,407 +118	+9%	+$19.7K	0.03%	500
2022 Q1	$238K	Sell	1,289 -1,941	-60%	-$359K	0.03%	551
2021 Q4	$680K	Buy	3,230 +1,717	+113%	+$352K	0.08%	316
2021 Q3	$322K	Buy	1,513 +211	+16%	+$46.4K	0.05%	404
2021 Q2	$306K	Buy	1,302 +294	+29%	+$66K	0.06%	370
2021 Q1	$225K	Buy	+1,008	New	+$232K	0.05%	440

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Simplicity Solutions's UNF Position: Q4 2023 in Review

Simplicity Solutions reduced its Unifirst Corp (UNF) stake by 1% in Q4 2023, selling an estimated $3.07K and leaving 1,768 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #811.

Simplicity Solutions first reported a position in UNF in Q1 2021 and has held it in 12 quarters since. The position peaked at $680K in Q4 2021. 225 funds tracked by Wall St. Rank hold UNF as of Q4 2023.

Simplicity Solutions held 1,768 shares of Unifirst Corp worth $323K as of Q4 2023.
Simplicity Solutions sold 18 Unifirst Corp shares in Q4 2023, an estimated $3.07K.
Unifirst Corp made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #811 holding.
Simplicity Solutions first reported a position in Unifirst Corp in Q1 2021 and has held it in 12 quarters since.
Simplicity Solutions's Unifirst Corp position peaked at $680K in Q4 2021.
225 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.