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Beaird Harris Wealth Management’s Unilever UL Stock Holding History

Beaird Harris 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 		– Sell
-193
Closed -$10K – 606
2022
Q1 		$10K Buy
+193
New +$10.7K ﹤0.01% 329

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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beaird Harris Wealth Management's UL Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Unilever (UL) in Q2 2022, closing a stake of 193 shares — an estimated $10K sold.

Beaird Harris Wealth Management first reported a position in UL in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 193 Unilever shares in Q2 2022, an estimated $10K.
  • Beaird Harris Wealth Management first reported a position in Unilever in Q1 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Unilever position peaked at $10K in Q1 2022.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.