Fiduciary Alliance’s Unilever UL Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-51	Closed	-$2.87K	–	826
2022 Q4	$2.87K	Buy	+51	New	+$2.73K	﹤0.01%	630

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Fiduciary Alliance's UL Position: Q1 2023 in Review

Fiduciary Alliance sold out of Unilever (UL) in Q1 2023, closing a stake of 51 shares — an estimated $2.87K sold.

Fiduciary Alliance first reported a position in UL in Q4 2022 and held it in 1 quarter. The position peaked at $2.87K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

Fiduciary Alliance reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 51 Unilever shares in Q1 2023, an estimated $2.87K.
Fiduciary Alliance first reported a position in Unilever in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Unilever position peaked at $2.87K in Q4 2022.
1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.