American Portfolios Advisors’s Unilever UL Stock Holding History

American Portfolios 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
2022 Q3	$374K	Buy	7,587 +306	+4%	+$16K	0.02%	763
2022 Q2	$375K	Buy	7,281 +1,877	+35%	+$95.6K	0.02%	784
2022 Q1	$277K	Sell	5,404 -2,246	-29%	-$125K	0.01%	1014
2021 Q4	$463K	Buy	7,650 +758	+11%	+$45K	0.02%	777
2021 Q3	$420K	Sell	6,892 -1,047	-13%	-$66.7K	0.02%	782
2021 Q2	$522K	Buy	7,939 +97	+1%	+$6.45K	0.02%	687
2021 Q1	$493K	Buy	7,842 +1,985	+34%	+$126K	0.02%	658
2020 Q4	$398K	Buy	5,857 +810	+16%	+$55K	0.02%	630
2020 Q3	$350K	Buy	5,047 +733	+17%	+$48.9K	0.02%	596
2020 Q2	$266K	Sell	4,314 -212	-5%	-$12.7K	0.02%	645
2020 Q1	$258K	Sell	4,526 -354	-7%	-$22.2K	0.02%	569
2019 Q4	$314K	Sell	4,880 -75	-2%	-$4.98K	0.02%	575
2019 Q3	$335K	Buy	4,955 +11	+0.2%	+$762	0.03%	534
2019 Q2	$345K	Sell	4,944 -840	-15%	-$57K	0.03%	525
2019 Q1	$376K	Buy	5,784 +540	+10%	+$32.9K	0.04%	441
2018 Q4	$308K	Buy	5,244 +119	+2%	+$7.17K	0.04%	405
2018 Q3	$317K	Buy	5,125 +37	+0.7%	+$2.33K	0.04%	440
2018 Q2	$316K	Buy	5,088 +1,076	+27%	+$66.9K	0.04%	394
2018 Q1	$251K	Sell	4,012 -288	-7%	-$17.5K	0.04%	434
2017 Q4	$268K	Buy	+4,300	New	+$273K	0.04%	398

Other funds holding UL

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GRQ

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

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

American Portfolios Advisors's UL Position: Q3 2022 in Review

American Portfolios Advisors increased its Unilever (UL) stake by 4.2% in Q3 2022, buying an estimated $16K and bringing the position to 7,587 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #763.

American Portfolios Advisors first reported a position in UL in Q4 2017 and has held it in 20 quarters since. The position peaked at $522K in Q2 2021. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

American Portfolios Advisors held 7,587 shares of Unilever worth $374K as of Q3 2022.
American Portfolios Advisors bought 306 Unilever shares in Q3 2022, an estimated $16K.
Unilever made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #763 holding.
American Portfolios Advisors first reported a position in Unilever in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Unilever position peaked at $522K in Q2 2021.
1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.