AWM
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Altavista Wealth Management’s Unilever UL Stock Holding History

Altavista 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
2021
Q4 		$2.19M Buy
36,124
+4,192
+13% +$249K 0.44% 47
2021
Q3 		$1.95M Sell
31,932
-3,173
-9% -$202K 0.43% 48
2021
Q2 		$2.31M Sell
35,105
-1,752
-5% -$116K 0.5% 45
2021
Q1 		$2.31M Sell
36,857
-3,501
-9% -$223K 0.56% 43
2020
Q4 		$2.74M Sell
40,358
-12,337
-23% -$837K 0.69% 37
2020
Q3 		$3.66M Sell
52,695
-503
-0.9% -$33.6K 1.01% 31
2020
Q2 		$3.28M Buy
53,198
+151
+0.3% +$9.02K 0.95% 34
2020
Q1 		$3.02M Buy
53,047
+3,165
+6% +$199K 1.03% 30
2019
Q4 		$3.21M Buy
49,882
+1,177
+2% +$78.2K 0.95% 32
2019
Q3 		$3.29M Buy
48,705
+1,626
+3% +$113K 1.02% 32
2019
Q2 		$3.28M Sell
47,079
-150
-0.3% -$10.2K 1.05% 32
2019
Q1 		$3.07M Buy
47,229
+2,801
+6% +$171K 1.09% 33
2018
Q4 		$2.61M Buy
44,428
+3,592
+9% +$216K 1.07% 32
2018
Q3 		$2.52M Buy
40,836
+8,238
+25% +$520K 0.94% 36
2018
Q2 		$2.03M Sell
32,598
-831
-2% -$51.6K 0.81% 39
2018
Q1 		$2.09M Buy
33,429
+2,424
+8% +$147K 0.88% 37
2017
Q4 		$1.93M Buy
31,005
+51
+0.2% +$3.23K 0.82% 39
2017
Q3 		$2.02M Sell
30,954
-756
-2% -$48.6K 0.96% 37
2017
Q2 		$1.93M Sell
31,710
-789
-2% -$47K 0.96% 34
2017
Q1 		$1.8M Buy
32,499
+347
+1% +$17.6K 0.9% 35
2016
Q4 		$1.47M Sell
32,152
-122
-0.4% -$5.69K 0.8% 40
2016
Q3 		$1.72M Sell
32,274
-723
-2% -$38.2K 0.94% 37
2016
Q2 		$1.78M Buy
32,997
+1,893
+6% +$97.2K 0.98% 37
2016
Q1 		$1.58M Buy
31,104
+433
+1% +$21.1K 0.89% 40
2015
Q4 		$1.49M Buy
30,671
+2,409
+9% +$118K 0.88% 38
2015
Q3 		$1.3M Buy
28,262
+3,200
+13% +$153K 0.85% 39
2015
Q2 		$1.21M Buy
25,062
+5,360
+27% +$265K 0.74% 42
2015
Q1 		$925K Buy
19,702
+3,653
+23% +$175K 0.57% 50
2014
Q4 		$722K Buy
+16,049
New +$736K 0.45% 54

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altavista Wealth Management's UL Position: Q4 2021 in Review

Altavista Wealth Management increased its Unilever (UL) stake by 13% in Q4 2021, buying an estimated $249K and bringing the position to 36,124 shares worth $2.19M. The position accounts for 0.44% of the portfolio, ranked #47.

Altavista Wealth Management first reported a position in UL in Q4 2014 and has held it in 29 quarters since. The position peaked at $3.66M in Q3 2020. 1,098 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Altavista Wealth Management held 36,124 shares of Unilever worth $2.19M as of Q4 2021.
  • Altavista Wealth Management bought 4,192 Unilever shares in Q4 2021, an estimated $249K.
  • Unilever made up 0.44% of Altavista Wealth Management's portfolio in Q4 2021, its #47 holding.
  • Altavista Wealth Management first reported a position in Unilever in Q4 2014 and has held it in 29 quarters since.
  • Altavista Wealth Management's Unilever position peaked at $3.66M in Q3 2020.
  • 1,098 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.