Sutton Wealth Advisors’s Unifirst Corp UNF Stock Holding History

Sutton Wealth Advisors’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	-265	Closed	-$51.1K	–	1530
2022 Q4	$51.1K	Buy	265 +1	+0.4%	+$183	0.02%	385
2022 Q3	$44.4K	Hold	264	–	–	0.02%	401
2022 Q2	$45.5K	Sell	264 -69	-21%	-$11.5K	0.02%	408
2022 Q1	$61.4K	Buy	333 +66	+25%	+$12.2K	0.02%	350
2021 Q4	$56.2K	Buy	267 +4	+2%	+$820	0.02%	381
2021 Q3	$55.9K	Hold	263	–	–	0.02%	369
2021 Q2	$61.7K	Hold	263	–	–	0.02%	353
2021 Q1	$58.8K	Hold	263	–	–	0.02%	352
2020 Q4	$55.7K	Hold	263	–	–	0.02%	330
2020 Q3	$49.8K	Hold	263	–	–	0.02%	308
2020 Q2	$47.1K	Hold	263	–	–	0.02%	314
2020 Q1	$39.7K	Hold	263	–	–	0.03%	314
2019 Q4	$53.1K	Hold	263	–	–	0.03%	295
2019 Q3	$51.3K	Hold	263	–	–	0.03%	298
2019 Q2	$49.6K	Hold	263	–	–	0.03%	306
2019 Q1	$40.4K	Hold	263	–	–	0.02%	364
2018 Q4	$37.6K	Hold	263	–	–	0.02%	333
2018 Q3	$45.7K	Hold	263	–	–	0.03%	308
2018 Q2	$46.5K	Hold	263	–	–	0.03%	303
2018 Q1	$42.5K	Hold	263	–	–	0.03%	313
2017 Q4	$43.4K	Hold	263	–	–	0.03%	310
2017 Q3	$39.8K	Hold	263	–	–	0.03%	326
2017 Q2	$37K	Hold	263	–	–	0.03%	326
2017 Q1	$37.2K	Hold	263	–	–	0.03%	320
2016 Q4	$37.8K	Hold	263	–	–	0.03%	315
2016 Q3	$34.7K	Hold	263	–	–	0.03%	319
2016 Q2	$30.4K	Hold	263	–	–	0.03%	331
2016 Q1	$28.7K	Buy	+263	New	+$27.5K	0.03%	347

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

Sutton Wealth Advisors's UNF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Unifirst Corp (UNF) in Q1 2023, closing a stake of 265 shares — an estimated $51.1K sold.

Sutton Wealth Advisors first reported a position in UNF in Q1 2016 and held it in 28 quarters. The position peaked at $61.7K in Q2 2021. 241 funds tracked by Wall St. Rank hold UNF as of Q1 2023.

Sutton Wealth Advisors reported no remaining Unifirst Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 265 Unifirst Corp shares in Q1 2023, an estimated $51.1K.
Sutton Wealth Advisors first reported a position in Unifirst Corp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Unifirst Corp position peaked at $61.7K in Q2 2021.
241 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.