Charles D. Hyman’s Unilever UL Stock Holding History

Charles D. Hyman’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
2024 Q2	$246K	Hold	3,969	–	–	0.01%	221
2024 Q1	$224K	Hold	3,969	–	–	0.01%	234
2023 Q4	$216K	Hold	3,969	–	–	0.01%	232
2023 Q3	$221K	Hold	3,969	–	–	0.01%	222
2023 Q2	$233K	Sell	3,969 -2,667	-40%	-$158K	0.01%	225
2023 Q1	$388K	Hold	6,636	–	–	0.03%	178
2022 Q4	$376K	Hold	6,636	–	–	0.03%	177
2022 Q3	$327K	Hold	6,636	–	–	0.03%	177
2022 Q2	$342K	Sell	6,636 -111	-2%	-$5.65K	0.02%	180
2022 Q1	$346K	Hold	6,747	–	–	0.02%	194
2021 Q4	$408K	Hold	6,747	–	–	0.03%	183
2021 Q3	$412K	Hold	6,747	–	–	0.03%	169
2021 Q2	$444K	Hold	6,747	–	–	0.03%	166
2021 Q1	$424K	Hold	6,747	–	–	0.03%	167
2020 Q4	$458K	Buy	+6,747	New	+$458K	0.04%	158

Other funds holding UL

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

Charles D. Hyman's UL Position: Q2 2024 in Review

Charles D. Hyman held its Unilever (UL) position steady in Q2 2024 at 3,969 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #221.

Charles D. Hyman first reported a position in UL in Q4 2020 and has held it in 15 quarters since. The position peaked at $458K in Q4 2020. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

Charles D. Hyman held 3,969 shares of Unilever worth $246K as of Q2 2024.
Charles D. Hyman left its Unilever share count unchanged in Q2 2024.
Unilever made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #221 holding.
Charles D. Hyman first reported a position in Unilever in Q4 2020 and has held it in 15 quarters since.
Charles D. Hyman's Unilever position peaked at $458K in Q4 2020.
1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.