Burt Wealth Advisors’s Unilever UL Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-117	Closed	-$8K	–	349
2020 Q4	$8K	Hold	117	–	–	﹤0.01%	295
2020 Q3	$8K	Hold	117	–	–	﹤0.01%	295
2020 Q2	$7K	Hold	117	–	–	﹤0.01%	285
2020 Q1	$7K	Hold	117	–	–	﹤0.01%	292
2019 Q4	$8K	Hold	117	–	–	﹤0.01%	283
2019 Q3	$8K	Hold	117	–	–	﹤0.01%	285
2019 Q2	$8K	Hold	117	–	–	﹤0.01%	282
2019 Q1	$8K	Hold	117	–	–	﹤0.01%	287
2018 Q4	$7K	Hold	117	–	–	﹤0.01%	294
2018 Q3	$7K	Hold	117	–	–	﹤0.01%	311
2018 Q2	$7K	Hold	117	–	–	﹤0.01%	301
2018 Q1	$7K	Hold	117	–	–	﹤0.01%	303
2017 Q4	$7K	Buy	117 +37	+46%	+$2.35K	﹤0.01%	293
2017 Q3	$5K	Sell	80 -400	-83%	-$25.7K	﹤0.01%	300
2017 Q2	$29K	Hold	480	–	–	0.02%	230
2017 Q1	$27K	Hold	480	–	–	0.02%	213
2016 Q4	$22K	Hold	480	–	–	0.02%	226
2016 Q3	$25K	Hold	480	–	–	0.03%	206
2016 Q2	$25K	Sell	480 -10	-2%	-$513	0.03%	198
2016 Q1	$25K	Buy	490 +10	+2%	+$487	0.02%	225
2015 Q4	$23K	Hold	480	–	–	0.02%	195
2015 Q3	$22K	Hold	480	–	–	0.03%	178
2015 Q2	$23K	Hold	480	–	–	0.03%	189
2015 Q1	$24K	Hold	480	–	–	0.02%	179
2014 Q4	$22K	Buy	+480	New	+$22K	0.02%	186

Other funds holding UL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Burt Wealth Advisors's UL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Unilever (UL) in Q1 2021, closing a stake of 117 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in UL in Q4 2014 and held it in 25 quarters. The position peaked at $29K in Q2 2017. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

Burt Wealth Advisors reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 117 Unilever shares in Q1 2021, an estimated $8K.
Burt Wealth Advisors first reported a position in Unilever in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Unilever position peaked at $29K in Q2 2017.
1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.