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D'Orazio & Associates’s Unilever UL Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-2,926
Closed -$178K – 669
2021
Q3 		$178K Buy
2,926
+259
+10% +$16.5K 0.04% 97
2021
Q2 		$176K Buy
+2,667
New +$177K 0.05% 88
2015
Q4 		– Sell
-189
Closed -$10K – 310
2015
Q3 		$10K Buy
+189
New +$9.04K 0.01% 194

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D'Orazio & Associates's UL Position: Q4 2021 in Review

D'Orazio & Associates sold out of Unilever (UL) in Q4 2021, closing a stake of 2,926 shares — an estimated $178K sold.

D'Orazio & Associates first reported a position in UL in Q3 2015 and held it in 3 quarters. The position peaked at $178K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • D'Orazio & Associates reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 2,926 Unilever shares in Q4 2021, an estimated $178K.
  • D'Orazio & Associates first reported a position in Unilever in Q3 2015 and held it in 3 quarters.
  • D'Orazio & Associates's Unilever position peaked at $178K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.