FWP
UL icon

FAS Wealth Partners’s Unilever UL Stock Holding History

FAS Wealth Partners’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
Q3 		– Sell
-6,131
Closed -$360K – 434
2023
Q2 		$360K Buy
6,131
+150
+3% +$8.91K 0.05% 200
2023
Q1 		$349K Sell
5,981
-6
-0.1% -$341 0.04% 219
2022
Q4 		$339K Buy
5,987
+15
+0.3% +$803 0.04% 226
2022
Q3 		$295K Sell
5,972
-106
-2% -$5.54K 0.03% 227
2022
Q2 		$313K Buy
6,078
+117
+2% +$5.96K 0.03% 229
2022
Q1 		$306K Buy
5,961
+5
+0.1% +$278 0.03% 230
2021
Q4 		$360K Sell
5,956
-7,539
-56% -$448K 0.03% 228
2021
Q3 		$823K Sell
13,495
-413
-3% -$26.3K 0.08% 142
2021
Q2 		$915K Buy
13,908
+8
+0.1% +$532 0.09% 135
2021
Q1 		$873K Buy
13,900
+9
+0.1% +$573 0.09% 134
2020
Q4 		$943K Buy
+13,891
New +$942K 0.11% 119

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FAS Wealth Partners's UL Position: Q3 2023 in Review

FAS Wealth Partners sold out of Unilever (UL) in Q3 2023, closing a stake of 6,131 shares — an estimated $360K sold.

FAS Wealth Partners first reported a position in UL in Q4 2020 and held it in 11 quarters. The position peaked at $943K in Q4 2020. 1,065 funds tracked by Wall St. Rank hold UL as of Q3 2023.

  • FAS Wealth Partners reported no remaining Unilever position as of Q3 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 6,131 Unilever shares in Q3 2023, an estimated $360K.
  • FAS Wealth Partners first reported a position in Unilever in Q4 2020 and held it in 11 quarters.
  • FAS Wealth Partners's Unilever position peaked at $943K in Q4 2020.
  • 1,065 funds tracked by Wall St. Rank held Unilever as of Q3 2023.

Based on FAS Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.