Alera Investment Advisors’s Unilever UL Stock Holding History

Alera Investment Advisors’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
2024 Q3	$243K	Buy	+3,330	New	+$230K	0.03%	241
2023 Q4	–	Sell	-3,668	Closed	-$204K	–	175
2023 Q3	$204K	Hold	3,668	–	–	0.03%	148
2023 Q2	$215K	Sell	3,668 -5	-0.1%	-$297	0.05%	159
2023 Q1	$215K	Sell	3,673 -1	-0%	-$57	0.05%	160
2022 Q4	$208K	Buy	+3,674	New	+$197K	0.05%	163
2019 Q2	–	Sell	-186	Closed	-$12K	–	955
2019 Q1	$12K	Hold	186	–	–	0.01%	429
2018 Q4	$11K	Buy	+186	New	+$11.2K	0.01%	417

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's UL Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Unilever (UL) in Q3 2024: 3,330 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in UL as recently as Q3 2023.

Alera Investment Advisors first reported a position in UL in Q4 2018 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Alera Investment Advisors held 3,330 shares of Unilever worth $243K as of Q3 2024.
Unilever was a new Alera Investment Advisors position in Q3 2024.
Unilever made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #241 holding.
Alera Investment Advisors first reported a position in Unilever in Q4 2018 and has held it in 7 quarters since.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.