Cedar Brook Financial Partners’s Unilever UL Stock Holding History

Cedar Brook Financial Partners’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 Q4	–	Sell	-5,179	Closed	-$288K	–	432
2023 Q3	$288K	Sell	5,179 -566	-10%	-$32.7K	0.08%	265
2023 Q2	$337K	Buy	5,745 +59	+1%	+$3.5K	0.08%	256
2023 Q1	$332K	Buy	5,686 +420	+8%	+$23.9K	0.09%	249
2022 Q4	$298K	Buy	5,266 +1,025	+24%	+$54.9K	0.08%	268
2022 Q3	$209K	Buy	+4,241	New	+$222K	0.07%	320
2022 Q1	–	Sell	-3,459	Closed	-$209K	–	396
2021 Q4	$209K	Buy	+3,459	New	+$205K	0.05%	352
2021 Q3	–	Sell	-3,278	Closed	-$216K	–	378
2021 Q2	$216K	Buy	+3,278	New	+$218K	0.06%	345

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cedar Brook Financial Partners's UL Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of Unilever (UL) in Q4 2023, closing a stake of 5,179 shares — an estimated $288K sold.

Cedar Brook Financial Partners first reported a position in UL in Q2 2021 and held it in 7 quarters. The position peaked at $337K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Cedar Brook Financial Partners reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,179 Unilever shares in Q4 2023, an estimated $288K.
Cedar Brook Financial Partners first reported a position in Unilever in Q2 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's Unilever position peaked at $337K in Q2 2023.
1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.