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Boston Mountain Money Management’s Unilever UL Stock Holding History

Boston Mountain Money 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
Q3 		$292K Buy
3,989
+408
+11% +$28.2K 0.17% 47
2024
Q2 		$222K Sell
3,581
-569
-14% -$33.6K 0.15% 55
2024
Q1 		$234K Buy
+4,150
New +$230K 0.16% 53

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Hotchkis & Wiley Capital Management
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Boston Mountain Money Management's UL Position: Q3 2024 in Review

Boston Mountain Money Management increased its Unilever (UL) stake by 11% in Q3 2024, buying an estimated $28.2K and bringing the position to 3,989 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #47.

Boston Mountain Money Management first reported a position in UL in Q1 2024 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Boston Mountain Money Management held 3,989 shares of Unilever worth $292K as of Q3 2024.
  • Boston Mountain Money Management bought 408 Unilever shares in Q3 2024, an estimated $28.2K.
  • Unilever made up 0.17% of Boston Mountain Money Management's portfolio in Q3 2024, its #47 holding.
  • Boston Mountain Money Management first reported a position in Unilever in Q1 2024 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.