Center For Asset Management’s Unilever UL Stock Holding History

Center For Asset 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
2023 Q2	–	Sell	-7,360	Closed	-$430K	–	133
2023 Q1	$430K	Buy	7,360 +124	+2%	+$7.04K	0.42%	60
2022 Q4	$410K	Buy	7,236 +112	+2%	+$5.99K	0.38%	71
2022 Q3	$351K	Buy	7,124 +1,044	+17%	+$54.5K	0.35%	74
2022 Q2	$313K	Buy	+6,080	New	+$310K	0.29%	79

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

Center For Asset Management's UL Position: Q2 2023 in Review

Center For Asset Management sold out of Unilever (UL) in Q2 2023, closing a stake of 7,360 shares — an estimated $430K sold.

Center For Asset Management first reported a position in UL in Q2 2022 and held it in 4 quarters. The position peaked at $430K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

Center For Asset Management reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 7,360 Unilever shares in Q2 2023, an estimated $430K.
Center For Asset Management first reported a position in Unilever in Q2 2022 and held it in 4 quarters.
Center For Asset Management's Unilever position peaked at $430K in Q1 2023.
1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.