Artemis Wealth Advisors’s Unilever UL Stock Holding History

Artemis Wealth 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	-74	Closed	-$4.1K	–	67
2023 Q3	$4.1K	Hold	74	–	–	﹤0.01%	64
2023 Q2	$4.33K	Hold	74	–	–	﹤0.01%	64
2023 Q1	$4.31K	Sell	74 -14	-16%	-$795	﹤0.01%	55
2022 Q4	$4.99K	Sell	88 -1,836	-95%	-$98.3K	﹤0.01%	63
2022 Q3	$94.9K	Sell	1,924 -856	-31%	-$44.7K	0.02%	41
2022 Q2	$8.3K	Buy	2,780 +1,924	+225%	+$98K	﹤0.01%	99
2022 Q1	$43.9K	Hold	856	–	–	0.01%	36
2021 Q4	$51.8K	Hold	856	–	–	0.01%	42
2021 Q3	$52.2K	Hold	856	–	–	0.01%	44
2021 Q2	$56.3K	Hold	856	–	–	0.01%	42
2021 Q1	$53.8K	Hold	856	–	–	0.01%	43
2020 Q4	$58.1K	Hold	856	–	–	0.01%	39
2020 Q3	$58.2K	Hold	856	–	–	0.01%	37
2020 Q2	$51.3K	Hold	856	–	–	0.02%	26
2020 Q1	$47K	Hold	856	–	–	0.02%	27
2019 Q4	$55.3K	Buy	+856	New	+$56.9K	0.02%	34

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

Artemis Wealth Advisors's UL Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Unilever (UL) in Q4 2023, closing a stake of 74 shares — an estimated $4.1K sold.

Artemis Wealth Advisors first reported a position in UL in Q4 2019 and held it in 16 quarters. The position peaked at $94.9K in Q3 2022. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Artemis Wealth Advisors reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 74 Unilever shares in Q4 2023, an estimated $4.1K.
Artemis Wealth Advisors first reported a position in Unilever in Q4 2019 and held it in 16 quarters.
Artemis Wealth Advisors's Unilever position peaked at $94.9K in Q3 2022.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.