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Wetzel Investment Advisors’s Unifirst Corp UNF Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-21
Closed -$3.64K – 842
2024
Q2 		$3.64K Hold
21
– – ﹤0.01% 637
2024
Q1 		$3.27K Hold
21
– – ﹤0.01% 756
2023
Q4 		$4K Buy
+21
New +$3.58K ﹤0.01% 747

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Wetzel Investment Advisors's UNF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Unifirst Corp (UNF) in Q3 2024, closing a stake of 21 shares — an estimated $3.64K sold.

Wetzel Investment Advisors first reported a position in UNF in Q4 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2023. 267 funds tracked by Wall St. Rank hold UNF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Unifirst Corp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 21 Unifirst Corp shares in Q3 2024, an estimated $3.64K.
  • Wetzel Investment Advisors first reported a position in Unifirst Corp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Unifirst Corp position peaked at $4K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.