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SYSTM Wealth Solutions’s Unifirst Corp UNF Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,561
Closed -$271K – 955
2024
Q1 		$271K Buy
1,561
+158
+11% +$26.8K 0.03% 357
2023
Q4 		$257K Sell
1,403
-347
-20% -$59.2K 0.04% 351
2023
Q3 		$285K Sell
1,750
-271
-13% -$44.8K 0.04% 372
2023
Q2 		$313K Sell
2,021
-595
-23% -$100K 0.04% 382
2023
Q1 		$461K Sell
2,616
-2,032
-44% -$396K 0.07% 304
2022
Q4 		$897K Buy
+4,648
New +$850K 0.11% 229

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SYSTM Wealth Solutions's UNF Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Unifirst Corp (UNF) in Q2 2024, closing a stake of 1,561 shares — an estimated $271K sold.

SYSTM Wealth Solutions first reported a position in UNF in Q4 2022 and held it in 6 quarters. The position peaked at $897K in Q4 2022. 270 funds tracked by Wall St. Rank hold UNF as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Unifirst Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,561 Unifirst Corp shares in Q2 2024, an estimated $271K.
  • SYSTM Wealth Solutions first reported a position in Unifirst Corp in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Unifirst Corp position peaked at $897K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.