Cascade Investment Advisors’s Unilever UL Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-333	Closed	-$19.5K	–	215
2023 Q1	$19.5K	Buy	+333	New	+$18.9K	0.02%	188
2022 Q3	–	Sell	-333	Closed	-$17.2K	–	208
2022 Q2	$17.2K	Hold	333	–	–	0.01%	195
2022 Q1	$17.1K	Hold	333	–	–	0.01%	220
2021 Q4	$20.2K	Hold	333	–	–	0.01%	211
2021 Q3	$20.3K	Hold	333	–	–	0.01%	205
2021 Q2	$21.9K	Hold	333	–	–	0.01%	204
2021 Q1	$20.9K	Hold	333	–	–	0.01%	203
2020 Q4	$22.6K	Buy	+333	New	+$22.6K	0.02%	196

Other funds holding UL

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Investment Advisors's UL Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 333 shares — an estimated $19.5K sold.

Cascade Investment Advisors first reported a position in UL in Q4 2020 and held it in 8 quarters. The position peaked at $22.6K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

Cascade Investment Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 333 Unilever shares in Q2 2023, an estimated $19.5K.
Cascade Investment Advisors first reported a position in Unilever in Q4 2020 and held it in 8 quarters.
Cascade Investment Advisors's Unilever position peaked at $22.6K in Q4 2020.
1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.