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Blueprint Investment Partners’s Unilever UL Stock Holding History

Blueprint Investment Partners’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 		– Sell
-8,646
Closed -$505K – 237
2023
Q1 		$505K Buy
8,646
+4,482
+108% +$255K 0.12% 127
2022
Q4 		$236K Buy
+4,164
New +$223K 0.05% 194
2022
Q1 		– Sell
-1,516
Closed -$91.8K – 252
2021
Q4 		$91.8K Buy
+1,516
New +$90.1K 0.02% 239

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Fidelity Investments
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Hotchkis & Wiley Capital Management
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Blueprint Investment Partners's UL Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Unilever (UL) in Q2 2023, closing a stake of 8,646 shares — an estimated $505K sold.

Blueprint Investment Partners first reported a position in UL in Q4 2021 and held it in 3 quarters. The position peaked at $505K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Blueprint Investment Partners reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 8,646 Unilever shares in Q2 2023, an estimated $505K.
  • Blueprint Investment Partners first reported a position in Unilever in Q4 2021 and held it in 3 quarters.
  • Blueprint Investment Partners's Unilever position peaked at $505K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.