TCA
UNF icon

Trifecta Capital Advisors’s Unifirst Corp UNF Stock Holding History

Trifecta Capital 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
2024
Q2 		– Sell
-400
Closed -$69.4K – 429
2024
Q1 		$69.4K Hold
400
– – 0.02% 126
2023
Q4 		$73.2K Hold
400
– – 0.02% 120
2023
Q3 		$65.2K Hold
400
– – 0.02% 121
2023
Q2 		$62K Hold
400
– – 0.02% 129
2023
Q1 		$70.5K Buy
+400
New +$78K 0.02% 126

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

Trifecta Capital Advisors's UNF Position: Q2 2024 in Review

Trifecta Capital Advisors sold out of Unifirst Corp (UNF) in Q2 2024, closing a stake of 400 shares — an estimated $69.4K sold.

Trifecta Capital Advisors first reported a position in UNF in Q1 2023 and held it in 5 quarters. The position peaked at $73.2K in Q4 2023. 270 funds tracked by Wall St. Rank hold UNF as of Q2 2024.

  • Trifecta Capital Advisors reported no remaining Unifirst Corp position as of Q2 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 400 Unifirst Corp shares in Q2 2024, an estimated $69.4K.
  • Trifecta Capital Advisors first reported a position in Unifirst Corp in Q1 2023 and held it in 5 quarters.
  • Trifecta Capital Advisors's Unifirst Corp position peaked at $73.2K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2024.

Based on Trifecta Capital Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.