Cyrus J. Lawrence’s Unilever UL Stock Holding History

Cyrus J. Lawrence’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	-187	Closed	-$10	–	143
2023 Q2	$10	Hold	187	–	–	﹤0.01%	147
2023 Q1	$11K	Sell	187 -593	-76%	-$33.7K	﹤0.01%	151
2022 Q4	$44K	Hold	780	–	–	0.01%	124
2022 Q3	$38K	Sell	780 -888	-53%	-$46.4K	0.01%	125
2022 Q2	$86K	Sell	1,668 -67	-4%	-$3.41K	0.02%	112
2022 Q1	$89K	Buy	+1,735	New	+$96.6K	0.02%	115

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cyrus J. Lawrence's UL Position: Q3 2023 in Review

Cyrus J. Lawrence sold out of Unilever (UL) in Q3 2023, closing a stake of 187 shares — an estimated $10 sold.

Cyrus J. Lawrence first reported a position in UL in Q1 2022 and held it in 6 quarters. The position peaked at $89K in Q1 2022. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

Cyrus J. Lawrence reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
Cyrus J. Lawrence sold 187 Unilever shares in Q3 2023, an estimated $10.
Cyrus J. Lawrence first reported a position in Unilever in Q1 2022 and held it in 6 quarters.
Cyrus J. Lawrence's Unilever position peaked at $89K in Q1 2022.
1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on Cyrus J. Lawrence's 13F filing for Q3 2023, filed 9 Nov 2023.