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Avestar Capital’s Unilever UL Stock Holding History

Avestar Capital’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
Q1 		– Sell
-3,478
Closed -$210K – 480
2021
Q4 		$210K Buy
3,478
+31
+0.9% +$1.84K 0.03% 412
2021
Q3 		$210K Buy
3,447
+378
+12% +$24.1K 0.03% 427
2021
Q2 		$202K Buy
+3,069
New +$204K 0.03% 425
2019
Q3 		– Sell
-2,140
Closed -$132K – 793
2019
Q2 		$132K Buy
2,140
+73
+4% +$4.96K 0.08% 153
2019
Q1 		$115K Sell
2,067
-103
-5% -$6.27K 0.08% 176
2018
Q4 		$109K Sell
2,170
-290
-12% -$17.5K 0.07% 170
2018
Q3 		$131K Buy
2,460
+374
+18% +$23.6K 0.08% 166
2018
Q2 		$108K Buy
2,086
+137
+7% +$8.51K 0.07% 192
2018
Q1 		$104K Buy
1,949
+214
+12% +$13K 0.07% 167
2017
Q4 		$89K Buy
+1,735
New +$110K 0.07% 172

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Avestar Capital's UL Position: Q1 2022 in Review

Avestar Capital sold out of Unilever (UL) in Q1 2022, closing a stake of 3,478 shares — an estimated $210K sold.

Avestar Capital first reported a position in UL in Q4 2017 and held it in 10 quarters. The position peaked at $210K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Avestar Capital reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Avestar Capital sold 3,478 Unilever shares in Q1 2022, an estimated $210K.
  • Avestar Capital first reported a position in Unilever in Q4 2017 and held it in 10 quarters.
  • Avestar Capital's Unilever position peaked at $210K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.