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Clearstead Trust’s Unilever UL Stock Holding History

Clearstead Trust’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
-356
Closed -$22K – 435
2024
Q2 		$22K Hold
356
– – 0.01% 305
2024
Q1 		$20.1K Hold
356
– – 0.01% 310
2023
Q4 		$19.4K Hold
356
– – 0.01% 293
2023
Q3 		$19.8K Buy
+356
New +$20.6K 0.01% 281
2023
Q1 		– Sell
-62
Closed -$4K – 401
2022
Q4 		$4K Hold
62
– – ﹤0.01% 345
2022
Q3 		$3K Buy
+62
New +$3.24K ﹤0.01% 341

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Trust's UL Position: Q3 2024 in Review

Clearstead Trust sold out of Unilever (UL) in Q3 2024, closing a stake of 356 shares — an estimated $22K sold.

Clearstead Trust first reported a position in UL in Q3 2022 and held it in 6 quarters. The position peaked at $22K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Clearstead Trust reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Clearstead Trust sold 356 Unilever shares in Q3 2024, an estimated $22K.
  • Clearstead Trust first reported a position in Unilever in Q3 2022 and held it in 6 quarters.
  • Clearstead Trust's Unilever position peaked at $22K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Clearstead Trust's 13F filing for Q3 2024, filed 13 Nov 2024.