AW
UL icon

Avion Wealth’s Unilever UL Stock Holding History

Avion Wealth’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
Q2 		– Sell
-28
Closed -$2K – 1261
2024
Q1 		$2K Hold
28
– – ﹤0.01% 787
2023
Q4 		$2K Hold
28
– – ﹤0.01% 632
2023
Q3 		$1K Hold
28
– – ﹤0.01% 745
2023
Q2 		$1K Hold
28
– – ﹤0.01% 659
2023
Q1 		$1K Buy
+28
New +$1.59K ﹤0.01% 490
2022
Q3 		– Sell
-76
Closed -$4K – 580
2022
Q2 		$4K Buy
+76
New +$3.87K ﹤0.01% 353

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Avion Wealth's UL Position: Q2 2024 in Review

Avion Wealth sold out of Unilever (UL) in Q2 2024, closing a stake of 28 shares — an estimated $2K sold.

Avion Wealth first reported a position in UL in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Avion Wealth reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • Avion Wealth sold 28 Unilever shares in Q2 2024, an estimated $2K.
  • Avion Wealth first reported a position in Unilever in Q2 2022 and held it in 6 quarters.
  • Avion Wealth's Unilever position peaked at $4K in Q2 2022.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.