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First Capital Advisors Group’s Unilever UL Stock Holding History

First Capital Advisors Group’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
Q2 		$11.9K Buy
+203
New +$12.1K 0.01% 511
2018
Q2 		– Sell
-203
Closed -$13K – 726
2018
Q1 		$13K Buy
+203
New +$12.4K 0.01% 510

Other funds holding UL

Wellington Management Group
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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Capital Advisors Group's UL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Unilever (UL) in Q2 2023: 203 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in UL as recently as Q1 2018.

First Capital Advisors Group first reported a position in UL in Q1 2018 and has held it in 2 quarters since. The position peaked at $13K in Q1 2018. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • First Capital Advisors Group held 203 shares of Unilever worth $11.9K as of Q2 2023.
  • Unilever was a new First Capital Advisors Group position in Q2 2023.
  • Unilever made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #511 holding.
  • First Capital Advisors Group first reported a position in Unilever in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Unilever position peaked at $13K in Q1 2018.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.