Cove Private Wealth’s Unilever UL Stock Holding History

Cove Private Wealth’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	-4,756	Closed	-$259K	–	76
2023 Q4	$259K	Buy	+4,756	New	+$257K	0.25%	69

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cove Private Wealth's UL Position: Q1 2024 in Review

Cove Private Wealth sold out of Unilever (UL) in Q1 2024, closing a stake of 4,756 shares — an estimated $259K sold.

Cove Private Wealth first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $259K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Cove Private Wealth reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Cove Private Wealth sold 4,756 Unilever shares in Q1 2024, an estimated $259K.
Cove Private Wealth first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
Cove Private Wealth's Unilever position peaked at $259K in Q4 2023.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Cove Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.