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Evelyn V. Moreno’s Unilever UL Stock Holding History

Evelyn V. Moreno’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
Q4 		$777K Buy
14,252
+240
+2% +$12.9K 0.37% 60
2023
Q3 		$779K Buy
+14,012
New +$810K 0.17% 69
2023
Q2 		– Sell
-4,685
Closed -$274K – 129
2023
Q1 		$274K Sell
4,685
-650
-12% -$36.9K 0.06% 96
2022
Q4 		$302K Buy
+5,335
New +$286K 0.07% 131
2022
Q3 		– Sell
-5,335
Closed -$275K – 157
2022
Q2 		$275K Buy
5,335
+267
+5% +$13.6K 0.06% 128
2022
Q1 		$260K Buy
+5,068
New +$282K 0.05% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn V. Moreno's UL Position: Q4 2023 in Review

Evelyn V. Moreno increased its Unilever (UL) stake by 1.7% in Q4 2023, buying an estimated $12.9K and bringing the position to 14,252 shares worth $777K. The position accounts for 0.37% of the portfolio, ranked #60.

Evelyn V. Moreno first reported a position in UL in Q1 2022 and has held it in 6 quarters since. The position peaked at $779K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold UL as of Q4 2023.

  • Evelyn V. Moreno held 14,252 shares of Unilever worth $777K as of Q4 2023.
  • Evelyn V. Moreno bought 240 Unilever shares in Q4 2023, an estimated $12.9K.
  • Unilever made up 0.37% of Evelyn V. Moreno's portfolio in Q4 2023, its #60 holding.
  • Evelyn V. Moreno first reported a position in Unilever in Q1 2022 and has held it in 6 quarters since.
  • Evelyn V. Moreno's Unilever position peaked at $779K in Q3 2023.
  • 1,107 funds tracked by Wall St. Rank held Unilever as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.