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FirstPurpose Wealth’s Unilever UL Stock Holding History

FirstPurpose Wealth’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 		$509K Buy
9,485
+1,434
+18% +$79.4K 0.18% 97
2023
Q4 		$439K Sell
8,051
-596
-7% -$32.2K 0.17% 104
2023
Q3 		$481K Buy
8,647
+1,863
+27% +$108K 0.21% 85
2023
Q2 		$398K Buy
6,784
+303
+5% +$18K 0.17% 104
2023
Q1 		$379K Buy
6,481
+431
+7% +$24.5K 0.19% 98
2022
Q4 		$343K Buy
6,050
+1,356
+29% +$72.6K 0.19% 98
2022
Q3 		$232K Buy
4,694
+737
+19% +$38.5K 0.15% 127
2022
Q2 		$204K Buy
+3,957
New +$202K 0.14% 129
2022
Q1 		– Sell
-4,453
Closed -$269K – 161
2021
Q4 		$269K Buy
+4,453
New +$265K 0.17% 105

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FirstPurpose Wealth's UL Position: Q1 2024 in Review

FirstPurpose Wealth increased its Unilever (UL) stake by 18% in Q1 2024, buying an estimated $79.4K and bringing the position to 9,485 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #97.

FirstPurpose Wealth first reported a position in UL in Q4 2021 and has held it in 9 quarters since. 1,094 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • FirstPurpose Wealth held 9,485 shares of Unilever worth $509K as of Q1 2024.
  • FirstPurpose Wealth bought 1,434 Unilever shares in Q1 2024, an estimated $79.4K.
  • Unilever made up 0.18% of FirstPurpose Wealth's portfolio in Q1 2024, its #97 holding.
  • FirstPurpose Wealth first reported a position in Unilever in Q4 2021 and has held it in 9 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.