Cetera Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.04M | Buy |
71,605
+47,689
| +199% | +$2.64M | 0.03% | 525 |
|
|
2023
Q4 | $1.3M | Buy |
23,916
+245
| +1% | +$13.2K | 0.02% | 670 |
|
|
2023
Q3 | $1.32M | Buy |
23,671
+1,708
| +8% | +$98.7K | 0.02% | 616 |
|
|
2023
Q2 | $1.29M | Sell |
21,963
-1,697
| -7% | -$101K | 0.02% | 628 |
|
|
2023
Q1 | $1.38M | Sell |
23,660
-3,021
| -11% | -$172K | 0.02% | 575 |
|
|
2022
Q4 | $1.51M | Buy |
26,681
+5,524
| +26% | +$296K | 0.03% | 527 |
|
|
2022
Q3 | $1.04M | Sell |
21,157
-1,454
| -6% | -$76K | 0.03% | 512 |
|
|
2022
Q2 | $1.17M | Buy |
22,611
+7,978
| +55% | +$406K | 0.03% | 519 |
|
|
2022
Q1 | $750K | Sell |
14,633
-425
| -3% | -$23.7K | 0.02% | 714 |
|
|
2021
Q4 | $911K | Sell |
15,058
-1,064
| -7% | -$63.2K | 0.02% | 643 |
|
|
2021
Q3 | $983K | Buy |
16,122
+464
| +3% | +$29.6K | 0.02% | 619 |
|
|
2021
Q2 | $1.03M | Buy |
15,658
+739
| +5% | +$49.1K | 0.02% | 531 |
|
|
2021
Q1 | $937K | Sell |
14,919
-1,027
| -6% | -$65.4K | 0.03% | 510 |
|
|
2020
Q4 | $1.08M | Buy |
15,946
+9,813
| +160% | +$666K | 0.03% | 400 |
|
|
2020
Q3 | $426K | Buy |
6,133
+346
| +6% | +$23.1K | 0.02% | 615 |
|
|
2020
Q2 | $357K | Buy |
5,787
+1,253
| +28% | +$74.9K | 0.02% | 641 |
|
|
2020
Q1 | $258K | Sell |
4,534
-231
| -5% | -$14.5K | 0.01% | 643 |
|
|
2019
Q4 | $306K | Buy |
4,765
+493
| +12% | +$32.7K | 0.01% | 708 |
|
|
2019
Q3 | $288K | Sell |
4,272
-84
| -2% | -$5.82K | 0.01% | 696 |
|
|
2019
Q2 | $302K | Buy |
4,356
+176
| +4% | +$11.9K | 0.01% | 700 |
|
|
2019
Q1 | $275K | Sell |
4,180
-549
| -12% | -$33.4K | 0.01% | 666 |
|
|
2018
Q4 | $276K | Sell |
4,729
-1,062
| -18% | -$64K | 0.02% | 652 |
|
|
2018
Q3 | $357K | Buy |
5,791
+2,339
| +68% | +$148K | 0.02% | 673 |
|
|
2018
Q2 | $215K | Buy |
3,452
+3
| +0.1% | +$186 | 0.01% | 783 |
|
|
2018
Q1 | $218K | Buy |
3,449
+186
| +6% | +$11.3K | 0.01% | 707 |
|
|
2017
Q4 | $203K | Buy |
+3,263
| New | +$207K | 0.01% | 706 |
|
|
2016
Q4 | – | Sell |
-3,950
| Closed | -$211K | – | 809 |
|
|
2016
Q3 | $211K | Sell |
3,950
-35,870
| -90% | -$1.89M | 0.02% | 660 |
|
|
2016
Q2 | $2.15M | Sell |
39,820
-4,576
| -10% | -$235K | 0.17% | 141 |
|
|
2016
Q1 | $2.27M | Sell |
44,396
-2,165
| -5% | -$105K | 0.19% | 133 |
|
|
2015
Q4 | $2.25M | Sell |
46,561
-1,835
| -4% | -$89.5K | 0.19% | 128 |
|
|
2015
Q3 | $2.21M | Buy |
48,396
+299
| +0.6% | +$14.3K | 0.21% | 127 |
|
|
2015
Q2 | $2.32M | Sell |
48,097
-3,315
| -6% | -$164K | 0.2% | 133 |
|
|
2015
Q1 | $2.4M | Sell |
51,412
-3,663
| -7% | -$176K | 0.22% | 115 |
|
|
2014
Q4 | $2.5M | Sell |
55,075
-4,109
| -7% | -$189K | 0.24% | 106 |
|
|
2014
Q3 | $2.78M | Buy |
59,184
+6,843
| +13% | +$338K | 0.21% | 87 |
|
|
2014
Q2 | $2.68M | Buy |
+52,341
| New | +$2.62M | 0.3% | 78 |
|
Other funds holding UL
Cetera Advisors's UL Position: Q1 2024 in Review
Cetera Advisors increased its Unilever (UL) stake by 199% in Q1 2024, buying an estimated $2.64M and bringing the position to 71,605 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #525.
Cetera Advisors first reported a position in UL in Q2 2014 and has held it in 36 quarters since. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.
- Cetera Advisors held 71,605 shares of Unilever worth $4.04M as of Q1 2024.
- Cetera Advisors bought 47,689 Unilever shares in Q1 2024, an estimated $2.64M.
- Unilever made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #525 holding.
- Cetera Advisors first reported a position in Unilever in Q2 2014 and has held it in 36 quarters since.
- 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.