Ownership history in MACQUARIE GROUP LTD Β· 43 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in UNIFIRST CORP/MA (UNF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD underperformed the S&P 500 by β8.4% annually on this UNF position. Timing score: 40% (17/42 decisions correct). Average cost basis: $136.93. Maximum drawdown during holding period: β33.1%.
β Significantly underperformed the S&P 500 by 8.4% ann.
42 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 42 add/trim decisions correct
Best entry: $99.29 (2015 Q4) Β· Worst: $204.39 (2020 Q4)
πͺ Held through 2 major drawdowns (>20%).
21 adds Β· 22 trims. Bought during 9 of 20 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size