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Valeo Financial Advisors’s Unifirst Corp UNF Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-30
Closed -$7K – 1751
2021
Q1 		$7K Buy
+30
New +$6.91K ﹤0.01% 1475
2020
Q3 		– Sell
-11
Closed -$2K – 2133
2020
Q2 		$2K Buy
+11
New +$1.84K ﹤0.01% 1803

Other funds holding UNF

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Vanguard Group
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Valeo Financial Advisors's UNF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Unifirst Corp (UNF) in Q2 2021, closing a stake of 30 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in UNF in Q2 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 252 funds tracked by Wall St. Rank hold UNF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Unifirst Corp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 30 Unifirst Corp shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Unifirst Corp in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Unifirst Corp position peaked at $7K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.