Adams Wealth Management’s Unilever UL Stock Holding History

Adams 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
2020 Q4	–	Sell	-25	Closed	-$2K	–	319
2020 Q3	$2K	Buy	+25	New	+$1.67K	﹤0.01%	295

Other funds holding UL

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 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

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

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

Norges Bank Oslo, Norway $935B AUM

FMI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Adams Wealth Management's UL Position: Q4 2020 in Review

Adams Wealth Management sold out of Unilever (UL) in Q4 2020, closing a stake of 25 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in UL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1,052 funds tracked by Wall St. Rank hold UL as of Q4 2020.

Adams Wealth Management reported no remaining Unilever position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 25 Unilever shares in Q4 2020, an estimated $2K.
Adams Wealth Management first reported a position in Unilever in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Unilever position peaked at $2K in Q3 2020.
1,052 funds tracked by Wall St. Rank held Unilever as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.