EHWM
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Eads & Heald Wealth Management’s Unilever UL Stock Holding History

Eads & Heald 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
Q2 		– Sell
-6,172
Closed -$388K – 138
2021
Q1 		$388K Buy
6,172
+208
+3% +$13.2K 0.2% 116
2020
Q4 		$405K Buy
+5,964
New +$405K 0.22% 109

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Bank of America
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GRQ
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Eads & Heald Wealth Management's UL Position: Q2 2021 in Review

Eads & Heald Wealth Management sold out of Unilever (UL) in Q2 2021, closing a stake of 6,172 shares — an estimated $388K sold.

Eads & Heald Wealth Management first reported a position in UL in Q4 2020 and held it in 2 quarters. The position peaked at $405K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

  • Eads & Heald Wealth Management reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 6,172 Unilever shares in Q2 2021, an estimated $388K.
  • Eads & Heald Wealth Management first reported a position in Unilever in Q4 2020 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Unilever position peaked at $405K in Q4 2020.
  • 1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.