Angeles Investment Advisors’s Unilever UL Stock Holding History

Angeles Investment 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
2023 Q4	–	Sell	-6,342	Closed	-$352K	–	206
2023 Q3	$352K	Sell	6,342 -1,280	-17%	-$74K	0.03%	120
2023 Q2	$447K	Hold	7,622	–	–	0.04%	76
2023 Q1	$445K	Buy	7,622 +2,958	+63%	+$168K	0.04%	67
2022 Q4	$264K	Buy	+4,664	New	+$250K	0.02%	94
2022 Q3	–	Sell	-4,369	Closed	-$225K	–	111
2022 Q2	$225K	Hold	4,369	–	–	0.02%	98
2022 Q1	$224K	Sell	4,369 -322	-7%	-$17.9K	0.02%	111
2021 Q4	$284K	Buy	4,691 +168	+4%	+$9.98K	0.01%	179
2021 Q3	$276K	Buy	+4,523	New	+$288K	0.02%	175

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Angeles Investment Advisors's UL Position: Q4 2023 in Review

Angeles Investment Advisors sold out of Unilever (UL) in Q4 2023, closing a stake of 6,342 shares — an estimated $352K sold.

Angeles Investment Advisors first reported a position in UL in Q3 2021 and held it in 8 quarters. The position peaked at $447K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Angeles Investment Advisors reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Angeles Investment Advisors sold 6,342 Unilever shares in Q4 2023, an estimated $352K.
Angeles Investment Advisors first reported a position in Unilever in Q3 2021 and held it in 8 quarters.
Angeles Investment Advisors's Unilever position peaked at $447K in Q2 2023.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Angeles Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.