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Baker Avenue Asset Management’s Unilever UL Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-257
Closed -$14.3K – 1427
2023
Q3 		$14.3K Hold
257
– – ﹤0.01% 705
2023
Q2 		$15.1K Sell
257
-33
-11% -$1.96K ﹤0.01% 690
2023
Q1 		$16.9K Buy
290
+33
+13% +$1.88K ﹤0.01% 689
2022
Q4 		$14.6K Buy
+257
New +$13.8K ﹤0.01% 665

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Baker Avenue Asset Management's UL Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Unilever (UL) in Q4 2023, closing a stake of 257 shares — an estimated $14.3K sold.

Baker Avenue Asset Management first reported a position in UL in Q4 2022 and held it in 4 quarters. The position peaked at $16.9K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 257 Unilever shares in Q4 2023, an estimated $14.3K.
  • Baker Avenue Asset Management first reported a position in Unilever in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Unilever position peaked at $16.9K in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.