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Ergoteles’s Unilever UL Stock Holding History

Ergoteles’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
2023
Q2 		– Sell
-8,434
Closed -$493K – 1541
2023
Q1 		$493K Buy
+8,434
New +$479K 0.02% 736
2022
Q3 		– Sell
-4,881
Closed -$252K – 1998
2022
Q2 		$252K Buy
+4,881
New +$249K 0.01% 1199
2021
Q1 		– Sell
-11,928
Closed -$810K – 1072
2020
Q4 		$810K Buy
+11,928
New +$809K 0.03% 366

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ergoteles's UL Position: Q2 2023 in Review

Ergoteles sold out of Unilever (UL) in Q2 2023, closing a stake of 8,434 shares — an estimated $493K sold.

Ergoteles first reported a position in UL in Q4 2020 and held it in 3 quarters. The position peaked at $810K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Ergoteles reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 8,434 Unilever shares in Q2 2023, an estimated $493K.
  • Ergoteles first reported a position in Unilever in Q4 2020 and held it in 3 quarters.
  • Ergoteles's Unilever position peaked at $810K in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.