Financial Partners Capital Management’s Unilever UL Stock Holding History

Financial Partners Capital Management’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
2022 Q4	$3.14M	Buy	55,401 +2,978	+6%	+$159K	0.7%	41
2022 Q3	$2.59M	Buy	52,423 +1,942	+4%	+$101K	0.61%	48
2022 Q2	$2.6M	Buy	50,481 +4,672	+10%	+$238K	0.56%	53
2022 Q1	$2.35M	Buy	45,809 +3,623	+9%	+$202K	0.44%	59
2021 Q4	$2.55M	Buy	42,186 +3,632	+9%	+$216K	0.45%	50
2021 Q3	$2.35M	Buy	38,554 +6,966	+22%	+$444K	0.43%	51
2021 Q2	$2.08M	Buy	31,588 +10,124	+47%	+$673K	0.38%	54
2021 Q1	$1.35M	Buy	+21,464	New	+$1.37M	0.27%	57

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 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

Financial Partners Capital Management's UL Position: Q4 2022 in Review

Financial Partners Capital Management increased its Unilever (UL) stake by 5.7% in Q4 2022, buying an estimated $159K and bringing the position to 55,401 shares worth $3.14M. The position accounts for 0.7% of the portfolio, ranked #41.

Financial Partners Capital Management first reported a position in UL in Q1 2021 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold UL as of Q4 2022.

Financial Partners Capital Management held 55,401 shares of Unilever worth $3.14M as of Q4 2022.
Financial Partners Capital Management bought 2,978 Unilever shares in Q4 2022, an estimated $159K.
Unilever made up 0.7% of Financial Partners Capital Management's portfolio in Q4 2022, its #41 holding.
Financial Partners Capital Management first reported a position in Unilever in Q1 2021 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.