BDO Wealth Advisors’s Unilever UL Stock Holding History

BDO Wealth Advisors’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 Q2	$383K	Sell	6,525 -8	-0.1%	-$475	0.04%	196
2023 Q1	$382K	Buy	6,533 +219	+3%	+$12.4K	0.05%	187
2022 Q4	$358K	Buy	6,314 +483	+8%	+$25.8K	0.04%	202
2022 Q3	$288K	Buy	5,831 +402	+7%	+$21K	0.04%	215
2022 Q2	$280K	Buy	5,429 +94	+2%	+$4.79K	0.03%	219
2022 Q1	$274K	Buy	5,335 +477	+10%	+$26.6K	0.03%	228
2021 Q4	$294K	Sell	4,858 -843	-15%	-$50.1K	0.03%	235
2021 Q3	$348K	Buy	5,701 +33	+0.6%	+$2.1K	0.04%	217
2021 Q2	$373K	Buy	5,668 +246	+5%	+$16.4K	0.04%	220
2021 Q1	$341K	Buy	5,422 +176	+3%	+$11.2K	0.04%	218
2020 Q4	$356K	Buy	+5,246	New	+$356K	0.05%	175
2020 Q3	–	Sell	-89	Closed	-$5K	–	954
2020 Q2	$5K	Hold	89	–	–	﹤0.01%	568
2020 Q1	$5K	Sell	89 -305	-77%	-$19.1K	﹤0.01%	608
2019 Q4	$25K	Buy	394 +62	+19%	+$4.12K	0.01%	371
2019 Q3	$22K	Hold	332	–	–	0.01%	391
2019 Q2	$23K	Hold	332	–	–	0.01%	383
2019 Q1	$22K	Hold	332	–	–	0.01%	369
2018 Q4	$19K	Sell	332 -266	-44%	-$16K	0.01%	354
2018 Q3	$37K	Hold	598	–	–	0.01%	324
2018 Q2	$37K	Buy	+598	New	+$37.2K	0.01%	325
2018 Q1	–	Sell	-20	Closed	-$1K	–	618
2017 Q4	$1K	Buy	+20	New	+$1.27K	﹤0.01%	475

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDO Wealth Advisors's UL Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Unilever (UL) stake by 0.12% in Q2 2023, selling an estimated $475 and leaving 6,525 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #196.

BDO Wealth Advisors first reported a position in UL in Q4 2017 and has held it in 21 quarters since. 1,082 funds tracked by Wall St. Rank hold UL as of Q2 2023.

BDO Wealth Advisors held 6,525 shares of Unilever worth $383K as of Q2 2023.
BDO Wealth Advisors sold 8 Unilever shares in Q2 2023, an estimated $475.
Unilever made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #196 holding.
BDO Wealth Advisors first reported a position in Unilever in Q4 2017 and has held it in 21 quarters since.
1,082 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.