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Cypress Capital Group’s Unilever UL Stock Holding History

Cypress Capital Group’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
Q2 		– Sell
-6,252
Closed -$365K – 314
2023
Q1 		$365K Hold
6,252
– – 0.06% 233
2022
Q4 		$354K Buy
6,252
+287
+5% +$15.4K 0.05% 238
2022
Q3 		$295K Buy
5,965
+104
+2% +$5.43K 0.05% 238
2022
Q2 		$302K Buy
5,861
+17
+0.3% +$866 0.05% 248
2022
Q1 		$300K Buy
5,844
+511
+10% +$28.4K 0.04% 261
2021
Q4 		$323K Sell
5,333
-597
-10% -$35.5K 0.04% 249
2021
Q3 		$362K Sell
5,930
-477
-7% -$30.4K 0.05% 230
2021
Q2 		$422K Sell
6,407
-341
-5% -$22.7K 0.06% 224
2021
Q1 		$424K Buy
6,748
+141
+2% +$8.98K 0.06% 222
2020
Q4 		$449K Buy
+6,607
New +$448K 0.07% 206

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Capital Group's UL Position: Q2 2023 in Review

Cypress Capital Group sold out of Unilever (UL) in Q2 2023, closing a stake of 6,252 shares — an estimated $365K sold.

Cypress Capital Group first reported a position in UL in Q4 2020 and held it in 10 quarters. The position peaked at $449K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Cypress Capital Group reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Cypress Capital Group sold 6,252 Unilever shares in Q2 2023, an estimated $365K.
  • Cypress Capital Group first reported a position in Unilever in Q4 2020 and held it in 10 quarters.
  • Cypress Capital Group's Unilever position peaked at $449K in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Cypress Capital Group's 13F filing for Q2 2023, filed 26 Jul 2023.