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Ashton Thomas Securities’s Unilever UL Stock Holding History

Ashton Thomas Securities’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
Q4 		– Sell
-235
Closed -$17.1K – 1143
2024
Q3 		$17.1K Sell
235
-28,975
-99% -$2M ﹤0.01% 670
2024
Q2 		$1.43M Buy
+29,210
New +$1.73M 0.34% 77

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Ashton Thomas Securities's UL Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Unilever (UL) in Q4 2024, closing a stake of 235 shares — an estimated $17.1K sold.

Ashton Thomas Securities first reported a position in UL in Q2 2024 and held it in 2 quarters. The position peaked at $1.43M in Q2 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 235 Unilever shares in Q4 2024, an estimated $17.1K.
  • Ashton Thomas Securities first reported a position in Unilever in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Securities's Unilever position peaked at $1.43M in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.