Certified Advisory Corp’s Unilever UL Stock Holding History

Certified Advisory Corp’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	-19,420	Closed	-$136K	–	317
2023 Q3	$136K	Buy	+19,420	New	+$1.12M	0.02%	234
2021 Q2	–	Sell	-1,742	Closed	-$109K	–	704
2021 Q1	$109K	Buy	+1,742	New	+$111K	0.03%	245
2020 Q2	$100K	Buy	1,614 +183	+13%	+$10.9K	0.03%	230
2020 Q1	$81K	Buy	1,431 +120	+9%	+$7.53K	0.03%	231
2019 Q4	$84K	Buy	1,311 +3	+0.2%	+$199	0.03%	250
2019 Q3	$88K	Buy	1,308 +2	+0.2%	+$139	0.03%	251
2019 Q2	$91K	Buy	1,306 +3	+0.2%	+$204	0.03%	245
2019 Q1	$85K	Buy	1,303 +3	+0.2%	+$183	0.04%	234
2018 Q4	$76K	Buy	1,300 +3	+0.2%	+$181	0.04%	226
2018 Q3	$80K	Buy	1,297 +4	+0.3%	+$252	0.04%	231
2018 Q2	$80K	Buy	1,293 +3	+0.2%	+$186	0.04%	220
2018 Q1	$80K	Buy	1,290 +3	+0.2%	+$183	0.05%	218
2017 Q4	$80K	Buy	+1,287	New	+$81.6K	0.06%	179

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's UL Position: Q4 2023 in Review

Certified Advisory Corp sold out of Unilever (UL) in Q4 2023, closing a stake of 19,420 shares — an estimated $136K sold.

Certified Advisory Corp first reported a position in UL in Q4 2017 and held it in 13 quarters. The position peaked at $136K in Q3 2023. 1,108 funds tracked by Wall St. Rank hold UL as of Q4 2023.

Certified Advisory Corp reported no remaining Unilever position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 19,420 Unilever shares in Q4 2023, an estimated $136K.
Certified Advisory Corp first reported a position in Unilever in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's Unilever position peaked at $136K in Q3 2023.
1,108 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.