B. Riley Wealth Management’s Unilever UL Stock Holding History

B. Riley Wealth Management’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 Q2	$128K	Buy	8,980 +3,364	+60%	+$171K	0.15%	42
2022 Q1	$288K	Sell	5,616 -205	-4%	-$11.4K	0.02%	463
2021 Q4	$352K	Sell	5,821 -1,827	-24%	-$109K	0.02%	430
2021 Q3	$466K	Buy	+7,648	New	+$487K	0.04%	351
2020 Q3	–	Sell	-4,697	Closed	-$290K	–	521
2020 Q2	$290K	Buy	+4,697	New	+$281K	0.03%	307
2015 Q3	–	Sell	-133	Closed	-$6K	–	710
2015 Q2	$6K	Hold	133	–	–	﹤0.01%	837
2015 Q1	$6K	Buy	+133	New	+$6.38K	﹤0.01%	836

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

B. Riley Wealth Management's UL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Unilever (UL) stake by 60% in Q2 2022, buying an estimated $171K and bringing the position to 8,980 shares worth $128K. The position accounts for 0.15% of the portfolio, ranked #42.

B. Riley Wealth Management first reported a position in UL in Q1 2015 and has held it in 7 quarters since. The position peaked at $466K in Q3 2021. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

B. Riley Wealth Management held 8,980 shares of Unilever worth $128K as of Q2 2022.
B. Riley Wealth Management bought 3,364 Unilever shares in Q2 2022, an estimated $171K.
Unilever made up 0.15% of B. Riley Wealth Management's portfolio in Q2 2022, its #42 holding.
B. Riley Wealth Management first reported a position in Unilever in Q1 2015 and has held it in 7 quarters since.
B. Riley Wealth Management's Unilever position peaked at $466K in Q3 2021.
1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.