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Defined Wealth Management’s Unilever UL Stock Holding History

Defined Wealth 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
2021
Q1 		– Sell
-1,333
Closed -$91K – 192
2020
Q4 		$91K Buy
+1,333
New +$90.4K 0.09% 111

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Hotchkis & Wiley Capital Management
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State Farm Mutual Automobile Insurance
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
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Norges Bank
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Capital International Investors
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Defined Wealth Management's UL Position: Q1 2021 in Review

Defined Wealth Management sold out of Unilever (UL) in Q1 2021, closing a stake of 1,333 shares — an estimated $91K sold.

Defined Wealth Management first reported a position in UL in Q4 2020 and held it in 1 quarter. The position peaked at $91K in Q4 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Defined Wealth Management reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 1,333 Unilever shares in Q1 2021, an estimated $91K.
  • Defined Wealth Management first reported a position in Unilever in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Unilever position peaked at $91K in Q4 2020.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.