Chemistry Wealth Management’s Unilever UL Stock Holding History

Chemistry Wealth 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
2024 Q3	–	Sell	-8,485	Closed	-$525K	–	183
2024 Q2	$525K	Buy	8,485 +4	+0%	+$236	0.14%	95
2024 Q1	$479K	Sell	8,481 -995	-11%	-$55.1K	0.13%	102
2023 Q4	$517K	Sell	9,476 -889	-9%	-$48K	0.16%	89
2023 Q3	$576K	Sell	10,365 -578	-5%	-$33.4K	0.19%	81
2023 Q2	$642K	Buy	10,943 +5	+0%	+$297	0.21%	77
2023 Q1	$639K	Buy	10,938 +607	+6%	+$34.5K	0.22%	77
2022 Q4	$585K	Sell	10,331 -3,593	-26%	-$192K	0.23%	72
2022 Q3	$687K	Sell	13,924 -642	-4%	-$33.5K	0.27%	60
2022 Q2	$751K	Buy	14,566 +872	+6%	+$44.4K	0.29%	63
2022 Q1	$702K	Buy	+13,694	New	+$762K	0.24%	67

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chemistry Wealth Management's UL Position: Q3 2024 in Review

Chemistry Wealth Management sold out of Unilever (UL) in Q3 2024, closing a stake of 8,485 shares — an estimated $525K sold.

Chemistry Wealth Management first reported a position in UL in Q1 2022 and held it in 10 quarters. The position peaked at $751K in Q2 2022. 1,175 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Chemistry Wealth Management reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
Chemistry Wealth Management sold 8,485 Unilever shares in Q3 2024, an estimated $525K.
Chemistry Wealth Management first reported a position in Unilever in Q1 2022 and held it in 10 quarters.
Chemistry Wealth Management's Unilever position peaked at $751K in Q2 2022.
1,175 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Chemistry Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.