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Clear Perspective Advisors’s Unilever UL Stock Holding History

Clear Perspective Advisors’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
2021
Q4 		$350K Sell
5,781
-400
-6% -$23.8K 0.11% 127
2021
Q3 		$377K Sell
6,181
-311
-5% -$19.8K 0.13% 108
2021
Q2 		$427K Sell
6,492
-1,111
-15% -$73.9K 0.15% 102
2021
Q1 		$478K Buy
7,603
+750
+11% +$47.8K 0.19% 87
2020
Q4 		$465K Sell
6,853
-1,517
-18% -$103K 0.19% 93
2020
Q3 		$506 Sell
8,370
-222
-3% -$14.8K 0.24% 78
2020
Q2 		$530K Sell
8,592
-518
-6% -$31K 0.29% 64
2020
Q1 		$518K Buy
9,110
+58
+0.6% +$3.64K 0.35% 60
2019
Q4 		$582K Sell
9,052
-9,142
-50% -$607K 0.36% 66
2019
Q3 		$1.25M Buy
18,194
+9,097
+100% +$630K 0.57% 38
2019
Q2 		$634K Sell
9,097
-889
-9% -$60.3K 0.41% 64
2019
Q1 		$644K Sell
9,986
-6,862
-41% -$418K 0.46% 60
2018
Q4 		$990K Hold
16,848
– – 0.82% 31
2018
Q3 		$1.04M Sell
16,848
-1,036
-6% -$65.3K 0.77% 33
2018
Q2 		$1.11M Sell
17,884
-534
-3% -$33.2K 0.78% 26
2018
Q1 		$1.15M Sell
18,418
-1,124
-6% -$68.4K 0.86% 25
2017
Q4 		$1.22M Sell
19,542
-467
-2% -$29.6K 0.93% 24
2017
Q3 		$1.3M Sell
20,009
-1,458
-7% -$93.7K 1.07% 19
2017
Q2 		$1.31M Sell
21,467
-711
-3% -$42.4K 1.1% 22
2017
Q1 		$1.23M Sell
22,178
-44
-0.2% -$2.23K 0.81% 28
2016
Q4 		$1.02M Buy
+22,222
New +$1.04M 0.68% 33

Other funds holding UL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's UL Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Unilever (UL) stake by 6.5% in Q4 2021, selling an estimated $23.8K and leaving 5,781 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #127.

Clear Perspective Advisors first reported a position in UL in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.31M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Clear Perspective Advisors held 5,781 shares of Unilever worth $350K as of Q4 2021.
  • Clear Perspective Advisors sold 400 Unilever shares in Q4 2021, an estimated $23.8K.
  • Unilever made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #127 holding.
  • Clear Perspective Advisors first reported a position in Unilever in Q4 2016 and has held it in 21 quarters since.
  • Clear Perspective Advisors's Unilever position peaked at $1.31M in Q2 2017.
  • 1,098 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.