Advisory Resource Group’s Unilever UL Stock Holding History

Advisory Resource Group’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 Q3	–	Sell	-3,057	Closed	-$201K	–	163
2021 Q2	$201K	Buy	+3,057	New	+$203K	0.08%	130
2021 Q1	–	Sell	-3,054	Closed	-$207K	–	126
2020 Q4	$207K	Buy	+3,054	New	+$207K	0.1%	95

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisory Resource Group's UL Position: Q3 2021 in Review

Advisory Resource Group sold out of Unilever (UL) in Q3 2021, closing a stake of 3,057 shares — an estimated $201K sold.

Advisory Resource Group first reported a position in UL in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2020. 1,004 funds tracked by Wall St. Rank hold UL as of Q3 2021.

Advisory Resource Group reported no remaining Unilever position as of Q3 2021 after selling out during the quarter.
Advisory Resource Group sold 3,057 Unilever shares in Q3 2021, an estimated $201K.
Advisory Resource Group first reported a position in Unilever in Q4 2020 and held it in 2 quarters.
Advisory Resource Group's Unilever position peaked at $207K in Q4 2020.
1,004 funds tracked by Wall St. Rank held Unilever as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.