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Cypress Asset Management’s Unilever UL Stock Holding History

Cypress Asset Management’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 		– Sell
-7,576
Closed -$444K – 122
2023
Q2 		$444K Sell
7,576
-556
-7% -$33K 0.14% 94
2023
Q1 		$475K Hold
8,132
– – 0.16% 97
2022
Q4 		$461K Buy
8,132
+89
+1% +$4.76K 0.17% 97
2022
Q3 		$397K Sell
8,043
-89
-1% -$4.65K 0.15% 99
2022
Q2 		$419K Sell
8,132
-355
-4% -$18.1K 0.15% 100
2022
Q1 		$435K Sell
8,487
-2,909
-26% -$162K 0.13% 107
2021
Q4 		$690K Sell
11,396
-266
-2% -$15.8K 0.16% 101
2021
Q3 		$711K Sell
11,662
-135
-1% -$8.6K 0.18% 99
2021
Q2 		$776K Sell
11,797
-3,267
-22% -$217K 0.2% 101
2021
Q1 		$946K Sell
15,064
-2,022
-12% -$129K 0.26% 90
2020
Q4 		$1.16M Buy
+17,086
New +$1.16M 0.32% 86

Other funds holding UL

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Asset Management's UL Position: Q3 2023 in Review

Cypress Asset Management sold out of Unilever (UL) in Q3 2023, closing a stake of 7,576 shares — an estimated $444K sold.

Cypress Asset Management first reported a position in UL in Q4 2020 and held it in 11 quarters. The position peaked at $1.16M in Q4 2020. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • Cypress Asset Management reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • Cypress Asset Management sold 7,576 Unilever shares in Q3 2023, an estimated $444K.
  • Cypress Asset Management first reported a position in Unilever in Q4 2020 and held it in 11 quarters.
  • Cypress Asset Management's Unilever position peaked at $1.16M in Q4 2020.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Cypress Asset Management's 13F filing for Q3 2023, filed 12 Feb 2024.