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Buck Wealth Strategies’s Unilever UL Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-36
Closed -$2K – 314
2023
Q3 		$2K Hold
36
– – ﹤0.01% 311
2023
Q2 		$2.09K Hold
36
– – ﹤0.01% 238
2023
Q1 		$2.06K Buy
+36
New +$2.04K ﹤0.01% 181

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buck Wealth Strategies's UL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Unilever (UL) in Q4 2023, closing a stake of 36 shares — an estimated $2K sold.

Buck Wealth Strategies first reported a position in UL in Q1 2023 and held it in 3 quarters. The position peaked at $2.09K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 36 Unilever shares in Q4 2023, an estimated $2K.
  • Buck Wealth Strategies first reported a position in Unilever in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Unilever position peaked at $2.09K in Q2 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.