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CoreFirst Bank & Trust’s Unilever UL Stock Holding History

CoreFirst Bank & 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
Q1 		– Sell
-147
Closed -$8K – 368
2023
Q4 		$8K Hold
147
– – 0.01% 319
2023
Q3 		$8.15K Buy
+147
New +$8.5K 0.01% 336
2022
Q2 		– Sell
-158
Closed -$8K – 435
2022
Q1 		$8K Hold
158
– – 0.01% 360
2021
Q4 		$10K Sell
158
-445
-74% -$26.4K 0.01% 378
2021
Q3 		$37K Hold
603
– – 0.03% 288
2021
Q2 		$40K Hold
603
– – 0.03% 285
2021
Q1 		$38K Hold
603
– – 0.03% 279
2020
Q4 		$41K Buy
+603
New +$40.9K 0.03% 250

Other funds holding UL

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BlackRock
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CoreFirst Bank & Trust's UL Position: Q1 2024 in Review

CoreFirst Bank & Trust sold out of Unilever (UL) in Q1 2024, closing a stake of 147 shares — an estimated $8K sold.

CoreFirst Bank & Trust first reported a position in UL in Q4 2020 and held it in 8 quarters. The position peaked at $41K in Q4 2020. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • CoreFirst Bank & Trust reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 147 Unilever shares in Q1 2024, an estimated $8K.
  • CoreFirst Bank & Trust first reported a position in Unilever in Q4 2020 and held it in 8 quarters.
  • CoreFirst Bank & Trust's Unilever position peaked at $41K in Q4 2020.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2024, filed 15 May 2024.