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Birinyi Associates’s Unilever UL Stock Holding History

Birinyi Associates’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
Q1 		– Sell
-3,556
Closed -$201K – 61
2022
Q4 		$201K Buy
+3,556
New +$190K 0.1% 54
2022
Q1 		– Sell
-3,556
Closed -$215K – 68
2021
Q4 		$215K Sell
3,556
-1,333
-27% -$79.2K 0.07% 64
2021
Q3 		$298K Buy
+4,889
New +$312K 0.1% 60

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Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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Hotchkis & Wiley Capital Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Birinyi Associates's UL Position: Q1 2023 in Review

Birinyi Associates sold out of Unilever (UL) in Q1 2023, closing a stake of 3,556 shares — an estimated $201K sold.

Birinyi Associates first reported a position in UL in Q3 2021 and held it in 3 quarters. The position peaked at $298K in Q3 2021. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Birinyi Associates reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Birinyi Associates sold 3,556 Unilever shares in Q1 2023, an estimated $201K.
  • Birinyi Associates first reported a position in Unilever in Q3 2021 and held it in 3 quarters.
  • Birinyi Associates's Unilever position peaked at $298K in Q3 2021.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Birinyi Associates's 13F filing for Q1 2023, filed 10 May 2023.