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Enlightenment Research’s Unilever UL Stock Holding History

Enlightenment Research’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
-4,000
Closed -$272K – 193
2020
Q4 		$272K Buy
+4,000
New +$271K 0.38% 66
2019
Q1 		– Sell
-1,867
Closed -$110K – 646
2018
Q4 		$110K Buy
+1,867
New +$113K 0.14% 160

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GRQ
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Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Enlightenment Research's UL Position: Q1 2021 in Review

Enlightenment Research sold out of Unilever (UL) in Q1 2021, closing a stake of 4,000 shares — an estimated $272K sold.

Enlightenment Research first reported a position in UL in Q4 2018 and held it in 2 quarters. The position peaked at $272K in Q4 2020. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

  • Enlightenment Research reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
  • Enlightenment Research sold 4,000 Unilever shares in Q1 2021, an estimated $272K.
  • Enlightenment Research first reported a position in Unilever in Q4 2018 and held it in 2 quarters.
  • Enlightenment Research's Unilever position peaked at $272K in Q4 2020.
  • 1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on Enlightenment Research's 13F filing for Q1 2021, filed 12 May 2021.