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Annapolis Financial Services’s Unilever UL Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-20
Closed -$1.07K – 462
2023
Q4 		$1.07K Hold
20
– – ﹤0.01% 445
2023
Q3 		$1.09K Hold
20
– – ﹤0.01% 450
2023
Q2 		$1.15K Hold
20
– – ﹤0.01% 452
2023
Q1 		$1.14K Hold
20
– – ﹤0.01% 421
2022
Q4 		$1.11K Sell
20
-337
-94% -$18K ﹤0.01% 406
2022
Q3 		$18K Buy
+357
New +$18.7K 0.01% 271

Other funds holding UL

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Annapolis Financial Services's UL Position: Q1 2024 in Review

Annapolis Financial Services sold out of Unilever (UL) in Q1 2024, closing a stake of 20 shares — an estimated $1.07K sold.

Annapolis Financial Services first reported a position in UL in Q3 2022 and held it in 6 quarters. The position peaked at $18K in Q3 2022. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Annapolis Financial Services reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 20 Unilever shares in Q1 2024, an estimated $1.07K.
  • Annapolis Financial Services first reported a position in Unilever in Q3 2022 and held it in 6 quarters.
  • Annapolis Financial Services's Unilever position peaked at $18K in Q3 2022.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.