First Citizens Financial Corp’s Unilever UL Stock Holding History

First Citizens Financial Corp’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
2021 Q1	–	Sell	-3,266	Closed	-$222K	–	110
2020 Q4	$222K	Buy	3,266 +4	+0.1%	+$271	0.19%	97
2020 Q3	$226K	Buy	3,262 +1	+0%	+$67	0.22%	86
2020 Q2	$201K	Buy	+3,261	New	+$195K	0.21%	93

Other funds holding UL

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

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Citizens Financial Corp's UL Position: Q1 2021 in Review

First Citizens Financial Corp sold out of Unilever (UL) in Q1 2021, closing a stake of 3,266 shares — an estimated $222K sold.

First Citizens Financial Corp first reported a position in UL in Q2 2020 and held it in 3 quarters. The position peaked at $226K in Q3 2020. 1,033 funds tracked by Wall St. Rank hold UL as of Q1 2021.

First Citizens Financial Corp reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
First Citizens Financial Corp sold 3,266 Unilever shares in Q1 2021, an estimated $222K.
First Citizens Financial Corp first reported a position in Unilever in Q2 2020 and held it in 3 quarters.
First Citizens Financial Corp's Unilever position peaked at $226K in Q3 2020.
1,033 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on First Citizens Financial Corp's 13F filing for Q1 2021, filed 9 Apr 2021.