W
UNF icon

Wealthfront’s Unifirst Corp UNF Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-88
Closed -$9K – 1013
2015
Q3 		$9K Buy
88
+52
+144% +$5.79K ﹤0.01% 995
2015
Q2 		$4K Buy
36
+6
+20% +$698 ﹤0.01% 1106
2015
Q1 		$4K Buy
+30
New +$3.54K ﹤0.01% 863

Other funds holding UNF

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's UNF Position: Q4 2015 in Review

Wealthfront sold out of Unifirst Corp (UNF) in Q4 2015, closing a stake of 88 shares — an estimated $9K sold.

Wealthfront first reported a position in UNF in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 189 funds tracked by Wall St. Rank hold UNF as of Q4 2015.

  • Wealthfront reported no remaining Unifirst Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 88 Unifirst Corp shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in Unifirst Corp in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Unifirst Corp position peaked at $9K in Q3 2015.
  • 189 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.