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Buckingham Capital Management (Ohio)’s Unilever UL Stock Holding History

Buckingham Capital Management (Ohio)’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
Q3 		– Sell
-4,516
Closed -$265K – 117
2023
Q2 		$265K Sell
4,516
-12,418
-73% -$737K 0.04% 98
2023
Q1 		$989K Buy
16,934
+3,156
+23% +$179K 0.16% 76
2022
Q4 		$780K Buy
13,778
+1,782
+15% +$95.4K 0.14% 79
2022
Q3 		$592K Buy
11,996
+1,334
+13% +$69.7K 0.11% 81
2022
Q2 		$550K Buy
10,662
+572
+6% +$29.1K 0.1% 86
2022
Q1 		$517K Buy
10,090
+940
+10% +$52.3K 0.08% 88
2021
Q4 		$554K Sell
9,150
-302
-3% -$17.9K 0.09% 88
2021
Q3 		$577K Sell
9,452
-600
-6% -$38.2K 0.09% 89
2021
Q2 		$662K Buy
10,052
+415
+4% +$27.6K 0.11% 89
2021
Q1 		$605K Buy
9,637
+807
+9% +$51.4K 0.1% 91
2020
Q4 		$600K Buy
+8,830
New +$599K 0.11% 90
2013
Q3 		– Sell
-4,630
Closed -$211K – 164
2013
Q2 		$211K Buy
+4,630
New +$220K 0.09% 154

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Fisher Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s UL Position: Q3 2023 in Review

Buckingham Capital Management (Ohio) sold out of Unilever (UL) in Q3 2023, closing a stake of 4,516 shares — an estimated $265K sold.

Buckingham Capital Management (Ohio) first reported a position in UL in Q2 2013 and held it in 12 quarters. The position peaked at $989K in Q1 2023. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Buckingham Capital Management (Ohio) reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 4,516 Unilever shares in Q3 2023, an estimated $265K.
  • Buckingham Capital Management (Ohio) first reported a position in Unilever in Q2 2013 and held it in 12 quarters.
  • Buckingham Capital Management (Ohio)'s Unilever position peaked at $989K in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q3 2023, filed 13 Oct 2023.