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WBI Investments’s Unifirst Corp UNF Stock Holding History

WBI Investments’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
2018
Q3 		– Sell
-10,822
Closed -$1.91M – 339
2018
Q2 		$1.91M Buy
+10,822
New +$1.85M 0.1% 132
2015
Q1 		– Sell
-12,417
Closed -$1.51M – 271
2014
Q4 		$1.51M Buy
12,417
+735
+6% +$80.1K 0.04% 152
2014
Q3 		$1.13M Buy
+11,682
New +$1.16M 0.03% 138

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments's UNF Position: Q3 2018 in Review

WBI Investments sold out of Unifirst Corp (UNF) in Q3 2018, closing a stake of 10,822 shares — an estimated $1.91M sold.

WBI Investments first reported a position in UNF in Q3 2014 and held it in 3 quarters. The position peaked at $1.91M in Q2 2018. 219 funds tracked by Wall St. Rank hold UNF as of Q3 2018.

  • WBI Investments reported no remaining Unifirst Corp position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 10,822 Unifirst Corp shares in Q3 2018, an estimated $1.91M.
  • WBI Investments first reported a position in Unifirst Corp in Q3 2014 and held it in 3 quarters.
  • WBI Investments's Unifirst Corp position peaked at $1.91M in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.