CCA
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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

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Fisher Asset Management
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Bank of America
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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return