Altus Wealth Group’s Unilever UL Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-360	Closed	-$24K	–	728
2020 Q4	$24K	Buy	+360	New	+$24.4K	0.02%	336

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altus Wealth Group's UL Position: Q1 2021 in Review

Altus Wealth Group sold out of Unilever (UL) in Q1 2021, closing a stake of 360 shares — an estimated $24K sold.

Altus Wealth Group first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

Altus Wealth Group reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 360 Unilever shares in Q1 2021, an estimated $24K.
Altus Wealth Group first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Unilever position peaked at $24K in Q4 2020.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.