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Dixon Hughes Goodman Wealth Advisors’s Unilever UL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$18K Sell
355
-17
-5% -$946 0.01% 446
2021
Q4 		$22K Buy
+372
New +$22.1K 0.01% 359

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's UL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Unilever (UL) stake by 4.6% in Q1 2022, selling an estimated $946 and leaving 355 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #446.

Dixon Hughes Goodman Wealth Advisors first reported a position in UL in Q4 2021 and has held it in 2 quarters since. The position peaked at $22K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 355 shares of Unilever worth $18K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 17 Unilever shares in Q1 2022, an estimated $946.
  • Unilever made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #446 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Unilever in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Unilever position peaked at $22K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.