TCI Wealth Advisors’s Unifirst Corp UNF Stock Holding History

TCI 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 Q2	–	Sell	-48	Closed	-$8.46K	–	2124
2023 Q1	$8.46K	Hold	48	–	–	﹤0.01%	1189
2022 Q4	$9.26K	Buy	48 +1	+2%	+$183	﹤0.01%	1123
2022 Q3	$8K	Buy	47 +1	+2%	+$183	﹤0.01%	1193
2022 Q2	$8K	Sell	46 -11	-19%	-$1.84K	﹤0.01%	1185
2022 Q1	$11K	Buy	57 +43	+307%	+$7.95K	﹤0.01%	1066
2021 Q4	$3K	Sell	14 -26	-65%	-$5.33K	﹤0.01%	2043
2021 Q3	$9K	Buy	40 +8	+25%	+$1.76K	﹤0.01%	1202
2021 Q2	$8K	Buy	32 +6	+23%	+$1.35K	﹤0.01%	1145
2021 Q1	$6K	Buy	26 +12	+86%	+$2.76K	﹤0.01%	1182
2020 Q4	$3K	Hold	14	–	–	﹤0.01%	1143
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	1017
2020 Q2	$3K	Hold	14	–	–	﹤0.01%	974
2020 Q1	$2K	Sell	14 -5	-26%	-$943	﹤0.01%	1109
2019 Q4	$4K	Buy	+19	New	+$3.85K	﹤0.01%	956

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

TCI Wealth Advisors's UNF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Unifirst Corp (UNF) in Q2 2023, closing a stake of 48 shares — an estimated $8.46K sold.

TCI Wealth Advisors first reported a position in UNF in Q4 2019 and held it in 14 quarters. The position peaked at $11K in Q1 2022. 235 funds tracked by Wall St. Rank hold UNF as of Q2 2023.

TCI Wealth Advisors reported no remaining Unifirst Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 48 Unifirst Corp shares in Q2 2023, an estimated $8.46K.
TCI Wealth Advisors first reported a position in Unifirst Corp in Q4 2019 and held it in 14 quarters.
TCI Wealth Advisors's Unifirst Corp position peaked at $11K in Q1 2022.
235 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.