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Simplicity Wealth’s Unifirst Corp UNF Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-2,055
Closed -$352K – 1165
2024
Q2 		$352K Buy
2,055
+109
+6% +$17.6K 0.01% 894
2024
Q1 		$337K Buy
+1,946
New +$330K 0.01% 876

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Simplicity Wealth's UNF Position: Q3 2024 in Review

Simplicity Wealth sold out of Unifirst Corp (UNF) in Q3 2024, closing a stake of 2,055 shares — an estimated $352K sold.

Simplicity Wealth first reported a position in UNF in Q1 2024 and held it in 2 quarters. The position peaked at $352K in Q2 2024. 267 funds tracked by Wall St. Rank hold UNF as of Q3 2024.

  • Simplicity Wealth reported no remaining Unifirst Corp position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,055 Unifirst Corp shares in Q3 2024, an estimated $352K.
  • Simplicity Wealth first reported a position in Unifirst Corp in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Unifirst Corp position peaked at $352K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.