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Evolution Wealth Advisors’s Unilever UL Stock Holding History

Evolution Wealth Advisors’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
-822
Closed -$50K – 598
2021
Q3 		$50K Buy
+822
New +$52.4K 0.01% 213
2021
Q2 		– Sell
-183
Closed -$12K – 673
2021
Q1 		$12K Buy
+183
New +$11.7K ﹤0.01% 389
2020
Q1 		– Sell
-148
Closed -$9K – 632
2019
Q4 		$9K Buy
+148
New +$9.83K ﹤0.01% 324

Other funds holding UL

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's UL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Unilever (UL) in Q4 2021, closing a stake of 822 shares — an estimated $50K sold.

Evolution Wealth Advisors first reported a position in UL in Q4 2019 and held it in 3 quarters. The position peaked at $50K in Q3 2021. 1,097 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 822 Unilever shares in Q4 2021, an estimated $50K.
  • Evolution Wealth Advisors first reported a position in Unilever in Q4 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Unilever position peaked at $50K in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.