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Clear Perspectives Financial Planning’s Unilever UL Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q3 		– Sell
-187
Closed -$10K – 238
2022
Q2 		$10K Hold
187
– – ﹤0.01% 154
2022
Q1 		$10K Hold
187
– – ﹤0.01% 164
2021
Q4 		$11K Hold
187
– – ﹤0.01% 172
2021
Q3 		$11K Hold
187
– – 0.01% 159
2021
Q2 		$12K Hold
187
– – 0.01% 159
2021
Q1 		$12K Hold
187
– – 0.01% 144
2020
Q4 		$13K Buy
+187
New +$12.7K 0.01% 136

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's UL Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Unilever (UL) in Q3 2022, closing a stake of 187 shares — an estimated $10K sold.

Clear Perspectives Financial Planning first reported a position in UL in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q4 2020. 1,019 funds tracked by Wall St. Rank hold UL as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Unilever position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 187 Unilever shares in Q3 2022, an estimated $10K.
  • Clear Perspectives Financial Planning first reported a position in Unilever in Q4 2020 and held it in 7 quarters.
  • Clear Perspectives Financial Planning's Unilever position peaked at $13K in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.