Column Capital Advisors’s Unilever UL Stock Holding History

Column Capital 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
2023 Q3	$201K	Hold	3,613	–	–	0.03%	143
2023 Q2	$212K	Hold	3,613	–	–	0.03%	135
2023 Q1	$211K	Hold	3,613	–	–	0.03%	136
2022 Q4	$205K	Buy	3,613 +56	+2%	+$3K	0.03%	126
2022 Q3	$175K	Hold	3,557	–	–	0.04%	133
2022 Q2	$183K	Hold	3,557	–	–	0.04%	127
2022 Q1	$182K	Hold	3,557	–	–	0.03%	138
2021 Q4	$215K	Sell	3,557 -15	-0.4%	-$891	0.04%	128
2021 Q3	$218K	Buy	3,572 +72	+2%	+$4.59K	0.05%	115
2021 Q2	$230K	Hold	3,500	–	–	0.05%	113
2021 Q1	$220K	Hold	3,500	–	–	0.05%	111
2020 Q4	$238K	Buy	3,500 +63	+2%	+$4.27K	0.06%	96
2020 Q3	$239K	Hold	3,437	–	–	0.07%	82
2020 Q2	$212K	Sell	3,437 -335	-9%	-$20K	0.07%	85
2020 Q1	$215K	Sell	3,772 -189	-5%	-$11.9K	0.09%	68
2019 Q4	$254K	Buy	+3,961	New	+$263K	0.13%	72

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Column Capital Advisors's UL Position: Q3 2023 in Review

Column Capital Advisors held its Unilever (UL) position steady in Q3 2023 at 3,613 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #143.

Column Capital Advisors first reported a position in UL in Q4 2019 and has held it in 16 quarters since. The position peaked at $254K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold UL as of Q3 2023.

Column Capital Advisors held 3,613 shares of Unilever worth $201K as of Q3 2023.
Column Capital Advisors left its Unilever share count unchanged in Q3 2023.
Unilever made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #143 holding.
Column Capital Advisors first reported a position in Unilever in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Unilever position peaked at $254K in Q4 2019.
1,066 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.