AWM
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Aevitas Wealth Management’s Unilever UL Stock Holding History

Aevitas 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
2022
Q4 		$438K Buy
7,736
+18
+0.2% +$963 0.26% 80
2022
Q3 		$381K Buy
7,718
+26
+0.3% +$1.36K 0.29% 79
2022
Q2 		$397K Buy
7,692
+27
+0.4% +$1.38K 0.27% 79
2022
Q1 		$393K Sell
7,665
-3,600
-32% -$200K 0.24% 84
2021
Q4 		$682K Sell
11,265
-1,343
-11% -$79.8K 0.41% 62
2021
Q3 		$769K Sell
12,608
-314
-2% -$20K 0.49% 59
2021
Q2 		$850K Buy
12,922
+39
+0.3% +$2.59K 0.54% 52
2021
Q1 		$809K Buy
12,883
+42
+0.3% +$2.67K 0.56% 51
2020
Q4 		$872K Buy
12,841
+2,418
+23% +$164K 0.64% 42
2020
Q3 		$723K Buy
10,423
+26
+0.3% +$1.74K 0.6% 47
2020
Q2 		$642K Sell
10,397
-152
-1% -$9.08K 0.59% 47
2020
Q1 		$600K Sell
10,549
-868
-8% -$54.5K 0.67% 44
2019
Q4 		$734K Buy
11,417
+19
+0.2% +$1.26K 0.69% 42
2019
Q3 		$771K Buy
11,398
+640
+6% +$44.3K 0.77% 38
2019
Q2 		$750K Buy
10,758
+18
+0.2% +$1.22K 0.75% 41
2019
Q1 		$697K Buy
10,740
+17
+0.2% +$1.04K 0.62% 46
2018
Q4 		$630K Buy
10,723
+20
+0.2% +$1.21K 0.64% 45
2018
Q3 		$662K Sell
10,703
-337
-3% -$21.3K 0.6% 46
2018
Q2 		$687K Buy
11,040
+20
+0.2% +$1.24K 0.67% 45
2018
Q1 		$689K Buy
11,020
+19
+0.2% +$1.16K 0.69% 46
2017
Q4 		$685K Buy
+11,001
New +$697K 0.65% 46

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aevitas Wealth Management's UL Position: Q4 2022 in Review

Aevitas Wealth Management increased its Unilever (UL) stake by 0.23% in Q4 2022, buying an estimated $963 and bringing the position to 7,736 shares worth $438K. The position accounts for 0.26% of the portfolio, ranked #80.

Aevitas Wealth Management first reported a position in UL in Q4 2017 and has held it in 21 quarters since. The position peaked at $872K in Q4 2020. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Aevitas Wealth Management held 7,736 shares of Unilever worth $438K as of Q4 2022.
  • Aevitas Wealth Management bought 18 Unilever shares in Q4 2022, an estimated $963.
  • Unilever made up 0.26% of Aevitas Wealth Management's portfolio in Q4 2022, its #80 holding.
  • Aevitas Wealth Management first reported a position in Unilever in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Unilever position peaked at $872K in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.