Fiduciary Family Office’s Unilever UL Stock Holding History

Fiduciary Family Office’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
2024 Q1	–	Sell	-7,804	Closed	-$426K	–	236
2023 Q4	$426K	Buy	+7,804	New	+$421K	0.19%	135

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Family Office's UL Position: Q1 2024 in Review

Fiduciary Family Office sold out of Unilever (UL) in Q1 2024, closing a stake of 7,804 shares — an estimated $426K sold.

Fiduciary Family Office first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $426K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Fiduciary Family Office reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Fiduciary Family Office sold 7,804 Unilever shares in Q1 2024, an estimated $426K.
Fiduciary Family Office first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
Fiduciary Family Office's Unilever position peaked at $426K in Q4 2023.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Fiduciary Family Office's 13F filing for Q1 2024, filed 7 May 2024.