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Godshalk Welsh Capital Management’s Unifirst Corp UNF Stock Holding History

Godshalk Welsh Capital Management’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
2024
Q1 		– Sell
-1,865
Closed -$341K – 125
2023
Q4 		$341K Sell
1,865
-525
-22% -$89.6K 0.25% 95
2023
Q3 		$390K Sell
2,390
-1,275
-35% -$211K 0.29% 84
2023
Q2 		$568K Sell
3,665
-200
-5% -$33.6K 0.39% 74
2023
Q1 		$681K Buy
3,865
+115
+3% +$22.4K 0.48% 71
2022
Q4 		$724K Sell
3,750
-150
-4% -$27.4K 0.53% 67
2022
Q3 		$656K Buy
3,900
+175
+5% +$31.9K 0.48% 69
2022
Q2 		$641K Buy
3,725
+100
+3% +$16.7K 0.46% 70
2022
Q1 		$668K Buy
3,625
+50
+1% +$9.24K 0.41% 73
2021
Q4 		$752K Hold
3,575
– – 0.43% 68
2021
Q3 		$760K Hold
3,575
– – 0.47% 66
2021
Q2 		$765K Sell
3,575
-60
-2% -$13.5K 0.47% 65
2021
Q1 		$813K Hold
3,635
– – 0.57% 59
2020
Q4 		$769K Buy
3,635
+75
+2% +$14.3K 0.57% 60
2020
Q3 		$674K Buy
3,560
+840
+31% +$157K 0.57% 59
2020
Q2 		$487K Buy
2,720
+420
+18% +$70.3K 0.46% 72
2020
Q1 		$348K Sell
2,300
-325
-12% -$61.3K 0.38% 77
2019
Q4 		$530K Buy
2,625
+100
+4% +$20.3K 0.44% 75
2019
Q3 		$493K Hold
2,525
– – 0.44% 78
2019
Q2 		$476K Buy
+2,525
New +$409K 0.44% 77

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Godshalk Welsh Capital Management's UNF Position: Q1 2024 in Review

Godshalk Welsh Capital Management sold out of Unifirst Corp (UNF) in Q1 2024, closing a stake of 1,865 shares — an estimated $341K sold.

Godshalk Welsh Capital Management first reported a position in UNF in Q2 2019 and held it in 19 quarters. The position peaked at $813K in Q1 2021. 249 funds tracked by Wall St. Rank hold UNF as of Q1 2024.

  • Godshalk Welsh Capital Management reported no remaining Unifirst Corp position as of Q1 2024 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 1,865 Unifirst Corp shares in Q1 2024, an estimated $341K.
  • Godshalk Welsh Capital Management first reported a position in Unifirst Corp in Q2 2019 and held it in 19 quarters.
  • Godshalk Welsh Capital Management's Unifirst Corp position peaked at $813K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Unifirst Corp as of Q1 2024.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2024, filed 15 May 2024.