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Accel Wealth Management’s Unilever UL Stock Holding History

Accel Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,020
Closed -$59.6K – 821
2023
Q1 		$59.6K Buy
1,020
+2
+0.2% +$114 0.02% 439
2022
Q4 		$57.6K Buy
1,018
+2
+0.2% +$107 0.03% 330
2022
Q3 		$52K Buy
1,016
+2
+0.2% +$104 0.03% 355
2022
Q2 		$53K Buy
1,014
+2
+0.2% +$102 0.03% 336
2022
Q1 		$53K Buy
1,012
+1
+0.1% +$56 0.03% 368
2021
Q4 		$61K Sell
1,011
-90
-8% -$5.35K 0.03% 347
2021
Q3 		$67K Hold
1,101
– – 0.04% 280
2021
Q2 		$72K Buy
1,101
+1
+0.1% +$66 0.05% 280
2021
Q1 		$69K Hold
1,100
– – 0.06% 268
2020
Q4 		$75K Buy
+1,100
New +$74.6K 0.07% 239

Other funds holding UL

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's UL Position: Q2 2023 in Review

Accel Wealth Management sold out of Unilever (UL) in Q2 2023, closing a stake of 1,020 shares — an estimated $59.6K sold.

Accel Wealth Management first reported a position in UL in Q4 2020 and held it in 10 quarters. The position peaked at $75K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Accel Wealth Management reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,020 Unilever shares in Q2 2023, an estimated $59.6K.
  • Accel Wealth Management first reported a position in Unilever in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Unilever position peaked at $75K in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.