AWM
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Altium Wealth Management’s Unilever UL Stock Holding History

Altium 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
Q2 		$904K Buy
17,540
+5,172
+42% +$263K 0.07% 171
2022
Q1 		$634K Buy
12,368
+4,492
+57% +$250K 0.04% 226
2021
Q4 		$477K Buy
+7,876
New +$468K 0.03% 263
2021
Q1 		– Sell
-5,227
Closed -$355K – 389
2020
Q4 		$355K Buy
+5,227
New +$355K 0.03% 259

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Altium Wealth Management's UL Position: Q2 2022 in Review

Altium Wealth Management increased its Unilever (UL) stake by 42% in Q2 2022, buying an estimated $263K and bringing the position to 17,540 shares worth $904K. The position accounts for 0.07% of the portfolio, ranked #171.

Altium Wealth Management first reported a position in UL in Q4 2020 and has held it in 4 quarters since. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Altium Wealth Management held 17,540 shares of Unilever worth $904K as of Q2 2022.
  • Altium Wealth Management bought 5,172 Unilever shares in Q2 2022, an estimated $263K.
  • Unilever made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #171 holding.
  • Altium Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 4 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.