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Disciplined Equity Management’s Unilever UL Stock Holding History

Disciplined Equity 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
2024
Q1 		– Sell
-1,333
Closed -$72.7K – 103
2023
Q4 		$72.7K Buy
+1,333
New +$71.9K 0.05% 69

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Hotchkis & Wiley Capital Management
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Disciplined Equity Management's UL Position: Q1 2024 in Review

Disciplined Equity Management sold out of Unilever (UL) in Q1 2024, closing a stake of 1,333 shares — an estimated $72.7K sold.

Disciplined Equity Management first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $72.7K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Disciplined Equity Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 1,333 Unilever shares in Q1 2024, an estimated $72.7K.
  • Disciplined Equity Management first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's Unilever position peaked at $72.7K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.