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Campbell Wealth Management’s Unilever UL Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-107
Closed -$7K – 318
2020
Q2 		$7K Buy
+107
New +$6.39K ﹤0.01% 292

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MNG
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Bank of America
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Morgan Stanley
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HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Campbell Wealth Management's UL Position: Q3 2020 in Review

Campbell Wealth Management sold out of Unilever (UL) in Q3 2020, closing a stake of 107 shares — an estimated $7K sold.

Campbell Wealth Management first reported a position in UL in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 686 funds tracked by Wall St. Rank hold UL as of Q3 2020.

  • Campbell Wealth Management reported no remaining Unilever position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 107 Unilever shares in Q3 2020, an estimated $7K.
  • Campbell Wealth Management first reported a position in Unilever in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Unilever position peaked at $7K in Q2 2020.
  • 686 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.