Spire Wealth Management’s Unifirst Corp UNF Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-3	Closed	-$1K	–	2601
2022 Q4	$1K	Buy	+3	New	+$549	﹤0.01%	2260
2022 Q3	–	Sell	-3	Closed	-$1K	–	2597
2022 Q2	$1K	Buy	+3	New	+$501	﹤0.01%	2587
2022 Q1	–	Sell	-273	Closed	-$57K	–	2876
2021 Q4	$57K	Buy	273 +116	+74%	+$23.8K	﹤0.01%	1659
2021 Q3	$33K	Hold	157	–	–	﹤0.01%	1652
2021 Q2	$37K	Sell	157 -143	-48%	-$32.1K	﹤0.01%	1615
2021 Q1	$68K	Buy	+300	New	+$69.1K	﹤0.01%	1571

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's UNF Position: Q1 2023 in Review

Spire Wealth Management sold out of Unifirst Corp (UNF) in Q1 2023, closing a stake of 3 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in UNF in Q1 2021 and held it in 6 quarters. The position peaked at $68K in Q1 2021. 241 funds tracked by Wall St. Rank hold UNF as of Q1 2023.

Spire Wealth Management reported no remaining Unifirst Corp position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 3 Unifirst Corp shares in Q1 2023, an estimated $1K.
Spire Wealth Management first reported a position in Unifirst Corp in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Unifirst Corp position peaked at $68K in Q1 2021.
241 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.