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AlphaQ Advisors’s Unilever UL Stock Holding History

AlphaQ 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
Q2 		– Sell
-5,419
Closed -$306K – 150
2024
Q1 		$306K Sell
5,419
-912
-14% -$50.5K 0.18% 118
2023
Q4 		$345K Buy
6,331
+614
+11% +$33.1K 0.24% 105
2023
Q3 		$318K Sell
5,717
-342
-6% -$19.8K 0.28% 106
2023
Q2 		$355K Buy
6,059
+342
+6% +$20.3K 0.26% 107
2023
Q1 		$334K Buy
+5,717
New +$325K 0.28% 107

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlphaQ Advisors's UL Position: Q2 2024 in Review

AlphaQ Advisors sold out of Unilever (UL) in Q2 2024, closing a stake of 5,419 shares — an estimated $306K sold.

AlphaQ Advisors first reported a position in UL in Q1 2023 and held it in 5 quarters. The position peaked at $355K in Q2 2023. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • AlphaQ Advisors reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • AlphaQ Advisors sold 5,419 Unilever shares in Q2 2024, an estimated $306K.
  • AlphaQ Advisors first reported a position in Unilever in Q1 2023 and held it in 5 quarters.
  • AlphaQ Advisors's Unilever position peaked at $355K in Q2 2023.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.