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Summit Global Investments’s Unifirst Corp UNF Stock Holding History

Summit Global Investments’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
2022
Q1 		– Sell
-4,800
Closed -$1.01M – 563
2021
Q4 		$1.01M Sell
4,800
-3,800
-44% -$779K 0.06% 236
2021
Q3 		$1.83M Buy
8,600
+3,400
+65% +$748K 0.14% 137
2021
Q2 		$1.22M Buy
5,200
+777
+18% +$174K 0.07% 198
2021
Q1 		$989K Sell
4,423
-1,444
-25% -$333K 0.06% 195
2020
Q4 		$1.24M Sell
5,867
-203
-3% -$38.6K 0.12% 132
2020
Q3 		$1.15M Buy
6,070
+45
+0.7% +$8.42K 0.12% 121
2020
Q2 		$1.08M Buy
6,025
+100
+2% +$16.8K 0.12% 111
2020
Q1 		$895K Buy
5,925
+1,600
+37% +$302K 0.13% 94
2019
Q4 		$874K Sell
4,325
-280
-6% -$56.8K 0.09% 173
2019
Q3 		$899K Buy
4,605
+405
+10% +$78.5K 0.1% 139
2019
Q2 		$792K Sell
4,200
-800
-16% -$129K 0.1% 134
2019
Q1 		$768K Buy
5,000
+300
+6% +$42.2K 0.1% 131
2018
Q4 		$672K Buy
4,700
+600
+15% +$89.8K 0.1% 161
2018
Q3 		$712K Buy
4,100
+400
+11% +$73.6K 0.1% 197
2018
Q2 		$655K Buy
3,700
+100
+3% +$17.1K 0.1% 191
2018
Q1 		$582K Hold
3,600
– – 0.09% 161
2017
Q4 		$594K Hold
3,600
– – 0.09% 145
2017
Q3 		$545K Hold
3,600
– – 0.09% 150
2017
Q2 		$507K Buy
3,600
+300
+9% +$41.8K 0.15% 156
2017
Q1 		$467K Hold
3,300
– – 0.15% 149
2016
Q4 		$474K Buy
+3,300
New +$447K 0.17% 119

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's UNF Position: Q1 2022 in Review

Summit Global Investments sold out of Unifirst Corp (UNF) in Q1 2022, closing a stake of 4,800 shares — an estimated $1.01M sold.

Summit Global Investments first reported a position in UNF in Q4 2016 and held it in 21 quarters. The position peaked at $1.83M in Q3 2021. 249 funds tracked by Wall St. Rank hold UNF as of Q1 2022.

  • Summit Global Investments reported no remaining Unifirst Corp position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 4,800 Unifirst Corp shares in Q1 2022, an estimated $1.01M.
  • Summit Global Investments first reported a position in Unifirst Corp in Q4 2016 and held it in 21 quarters.
  • Summit Global Investments's Unifirst Corp position peaked at $1.83M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.