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Sowell Financial Services’s Unifirst Corp UNF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-31
Closed -$7K – 2595
2021
Q1 		$7K Sell
31
-73
-70% -$16.8K ﹤0.01% 2484
2020
Q4 		$22K Buy
104
+59
+131% +$11.2K ﹤0.01% 1708
2020
Q3 		$9K Buy
45
+3
+7% +$562 ﹤0.01% 1845
2020
Q2 		$8K Sell
42
-1,114
-96% -$187K ﹤0.01% 1779
2020
Q1 		$175K Buy
+1,156
New +$218K 0.01% 690

Other funds holding UNF

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Vanguard Group
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LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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 $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's UNF Position: Q2 2021 in Review

Sowell Financial Services sold out of Unifirst Corp (UNF) in Q2 2021, closing a stake of 31 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in UNF in Q1 2020 and held it in 5 quarters. The position peaked at $175K in Q1 2020. 252 funds tracked by Wall St. Rank hold UNF as of Q2 2021.

  • Sowell Financial Services reported no remaining Unifirst Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 31 Unifirst Corp shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Unifirst Corp in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Unifirst Corp position peaked at $175K in Q1 2020.
  • 252 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.