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Buckingham Strategic Wealth’s Unilever UL Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$453K Sell
7,318
-288
-4% -$17K ﹤0.01% 491
2024
Q1 		$429K Buy
7,606
+188
+3% +$10.4K ﹤0.01% 503
2023
Q4 		$405K Buy
7,418
+461
+7% +$24.9K ﹤0.01% 492
2023
Q3 		$387K Sell
6,957
-364
-5% -$21K 0.01% 478
2023
Q2 		$429K Buy
7,321
+382
+6% +$22.7K 0.01% 457
2023
Q1 		$393K Hold
6,939
– – 0.01% 434
2022
Q4 		$393K Buy
6,939
+217
+3% +$11.6K 0.01% 436
2022
Q3 		$332K Sell
6,722
-266
-4% -$13.9K 0.01% 448
2022
Q2 		$360K Sell
6,988
-1,367
-16% -$69.6K 0.01% 432
2022
Q1 		$428K Buy
8,355
+1,281
+18% +$71.3K 0.01% 394
2021
Q4 		$428K Sell
7,074
-570
-7% -$33.9K 0.01% 398
2021
Q3 		$466K Sell
7,644
-164
-2% -$10.5K 0.01% 368
2021
Q2 		$514K Buy
7,808
+883
+13% +$58.7K 0.01% 349
2021
Q1 		$435K Sell
6,925
-149
-2% -$9.49K 0.02% 356
2020
Q4 		$480K Buy
7,074
+950
+16% +$64.5K 0.03% 323
2020
Q3 		$425K Sell
6,124
-551
-8% -$36.8K 0.03% 288
2020
Q2 		$412K Sell
6,675
-646
-9% -$38.6K 0.04% 255
2020
Q1 		$416K Buy
7,321
+502
+7% +$31.5K 0.04% 277
2019
Q4 		$439K Hold
6,819
– – 0.04% 274
2019
Q3 		$461K Hold
6,819
– – 0.05% 245
2019
Q2 		$475K Buy
6,819
+189
+3% +$12.8K 0.05% 252
2019
Q1 		$431K Sell
6,630
-44
-0.7% -$2.68K 0.05% 249
2018
Q4 		$392K Buy
6,674
+100
+2% +$6.03K 0.06% 225
2018
Q3 		$407K Buy
6,574
+84
+1% +$5.3K 0.06% 223
2018
Q2 		$404K Buy
6,490
+144
+2% +$8.95K 0.07% 213
2018
Q1 		$397K Sell
6,346
-832
-12% -$50.6K 0.08% 194
2017
Q4 		$447K Buy
7,178
+120
+2% +$7.61K 0.09% 180
2017
Q3 		$460K Sell
7,058
-445
-6% -$28.6K 0.11% 167
2017
Q2 		$457K Buy
+7,503
New +$447K 0.11% 166

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's UL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Unilever (UL) stake by 3.8% in Q2 2024, selling an estimated $17K and leaving 7,318 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Buckingham Strategic Wealth first reported a position in UL in Q2 2017 and has held it in 29 quarters since. The position peaked at $514K in Q2 2021. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Buckingham Strategic Wealth held 7,318 shares of Unilever worth $453K as of Q2 2024.
  • Buckingham Strategic Wealth sold 288 Unilever shares in Q2 2024, an estimated $17K.
  • Unilever made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #491 holding.
  • Buckingham Strategic Wealth first reported a position in Unilever in Q2 2017 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Unilever position peaked at $514K in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.