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Beaumont Asset Management’s Unilever UL Stock Holding History

Beaumont 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
2024
Q1 		– Sell
-8,597
Closed -$469K – 69
2023
Q4 		$469K Sell
8,597
-116
-1% -$6.26K 0.33% 52
2023
Q3 		$484K Buy
8,713
+126
+1% +$7.28K 0.4% 44
2023
Q2 		$504K Sell
8,587
-152
-2% -$9.03K 0.38% 50
2023
Q1 		$511K Sell
8,739
-283
-3% -$16.1K 0.37% 55
2022
Q4 		$511K Buy
9,022
+306
+4% +$16.4K 0.37% 48
2022
Q3 		$429K Buy
8,716
+475
+6% +$24.8K 0.34% 50
2022
Q2 		$424K Buy
+8,241
New +$420K 0.32% 53

Other funds holding UL

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BlackRock
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Beaumont Asset Management's UL Position: Q1 2024 in Review

Beaumont Asset Management sold out of Unilever (UL) in Q1 2024, closing a stake of 8,597 shares — an estimated $469K sold.

Beaumont Asset Management first reported a position in UL in Q2 2022 and held it in 7 quarters. The position peaked at $511K in Q4 2022. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Beaumont Asset Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 8,597 Unilever shares in Q1 2024, an estimated $469K.
  • Beaumont Asset Management first reported a position in Unilever in Q2 2022 and held it in 7 quarters.
  • Beaumont Asset Management's Unilever position peaked at $511K in Q4 2022.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Beaumont Asset Management's 13F filing for Q1 2024, filed 13 May 2024.