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Wealthspire Advisors (Maryland)’s Unifirst Corp UNF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-57
Closed -$9K – 1951
2019
Q1 		$9K Hold
57
– – ﹤0.01% 1591
2018
Q4 		$8K Buy
57
+23
+68% +$3.44K ﹤0.01% 1570
2018
Q3 		$6K Hold
34
– – ﹤0.01% 1752
2018
Q2 		$6K Hold
34
– – ﹤0.01% 1740
2018
Q1 		$5K Sell
34
-47
-58% -$7.54K ﹤0.01% 1838
2017
Q4 		$13K Buy
81
+29
+56% +$4.62K ﹤0.01% 1494
2017
Q3 		$8K Buy
52
+3
+6% +$424 ﹤0.01% 1660
2017
Q2 		$7K Buy
+49
New +$6.83K ﹤0.01% 1671

Other funds holding UNF

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UNF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Unifirst Corp (UNF) in Q2 2019, closing a stake of 57 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in UNF in Q2 2017 and held it in 8 quarters. The position peaked at $13K in Q4 2017. 234 funds tracked by Wall St. Rank hold UNF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Unifirst Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 57 Unifirst Corp shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Unifirst Corp in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Unifirst Corp position peaked at $13K in Q4 2017.
  • 234 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.