Canvas Wealth Advisors’s Unilever UL Stock Holding History

Canvas 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
2022 Q1	–	Sell	-3,452	Closed	-$209K	–	164
2021 Q4	$209K	Buy	3,452 +171	+5%	+$10.2K	0.08%	127
2021 Q3	$200K	Hold	3,281	–	–	0.08%	117
2021 Q2	$216K	Hold	3,281	–	–	0.1%	112
2021 Q1	$210K	Buy	+3,281	New	+$209K	0.12%	108

Other funds holding UL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Canvas Wealth Advisors's UL Position: Q1 2022 in Review

Canvas Wealth Advisors sold out of Unilever (UL) in Q1 2022, closing a stake of 3,452 shares — an estimated $209K sold.

Canvas Wealth Advisors first reported a position in UL in Q1 2021 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

Canvas Wealth Advisors reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
Canvas Wealth Advisors sold 3,452 Unilever shares in Q1 2022, an estimated $209K.
Canvas Wealth Advisors first reported a position in Unilever in Q1 2021 and held it in 4 quarters.
Canvas Wealth Advisors's Unilever position peaked at $216K in Q2 2021.
1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Canvas Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.