Adams Chetwood Wealth Management’s Unilever UL Stock Holding History

Adams Chetwood 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
2021 Q4	–	Sell	-3,570	Closed	-$218K	–	78
2021 Q3	$218K	Hold	3,570	–	–	0.16%	74
2021 Q2	$235K	Hold	3,570	–	–	0.17%	73
2021 Q1	$224K	Hold	3,570	–	–	0.17%	72
2020 Q4	$242K	Hold	3,570	–	–	0.2%	72
2020 Q3	$248K	Hold	3,570	–	–	0.24%	66
2020 Q2	$220K	Hold	3,570	–	–	0.22%	67
2020 Q1	$208K	Hold	3,570	–	–	0.24%	68
2019 Q4	$230K	Buy	+3,570	New	+$237K	0.24%	64

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adams Chetwood Wealth Management's UL Position: Q4 2021 in Review

Adams Chetwood Wealth Management sold out of Unilever (UL) in Q4 2021, closing a stake of 3,570 shares — an estimated $218K sold.

Adams Chetwood Wealth Management first reported a position in UL in Q4 2019 and held it in 8 quarters. The position peaked at $248K in Q3 2020. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

Adams Chetwood Wealth Management reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 3,570 Unilever shares in Q4 2021, an estimated $218K.
Adams Chetwood Wealth Management first reported a position in Unilever in Q4 2019 and held it in 8 quarters.
Adams Chetwood Wealth Management's Unilever position peaked at $248K in Q3 2020.
1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.