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Steward Financial Group’s Unifirst Corp UNF Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+13
New +$2.15K ﹤0.01% 1057
2022
Q3 		– Sell
-5
Closed – – 1246
2022
Q2 		$0 Buy
+5
New +$835 ﹤0.01% 1383

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's UNF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Unifirst Corp (UNF) in Q3 2023: 13 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UNF as recently as Q2 2022.

Steward Financial Group first reported a position in UNF in Q2 2022 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold UNF as of Q3 2023.

  • Steward Financial Group held 13 shares of Unifirst Corp worth $2K as of Q3 2023.
  • Unifirst Corp was a new Steward Financial Group position in Q3 2023.
  • Unifirst Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1057 holding.
  • Steward Financial Group first reported a position in Unifirst Corp in Q2 2022 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.