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ARS Wealth Advisors Group’s Unilever UL Stock Holding History

ARS Wealth Advisors 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
2022
Q4 		– Sell
-10,251
Closed -$506K – 153
2022
Q3 		$506K Sell
10,251
-3,636
-26% -$190K 0.08% 94
2022
Q2 		$716K Buy
+13,887
New +$707K 0.1% 90

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARS Wealth Advisors Group's UL Position: Q4 2022 in Review

ARS Wealth Advisors Group sold out of Unilever (UL) in Q4 2022, closing a stake of 10,251 shares — an estimated $506K sold.

ARS Wealth Advisors Group first reported a position in UL in Q2 2022 and held it in 2 quarters. The position peaked at $716K in Q2 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • ARS Wealth Advisors Group reported no remaining Unilever position as of Q4 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 10,251 Unilever shares in Q4 2022, an estimated $506K.
  • ARS Wealth Advisors Group first reported a position in Unilever in Q2 2022 and held it in 2 quarters.
  • ARS Wealth Advisors Group's Unilever position peaked at $716K in Q2 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2022, filed 13 Feb 2023.