FWM
UL icon

Focused Wealth Management’s Unilever UL Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-461
Closed -$25.1K – 921
2023
Q4 		$25.1K Buy
461
+3
+0.7% +$162 ﹤0.01% 409
2023
Q3 		$25.5K Buy
458
+3
+0.7% +$173 ﹤0.01% 381
2023
Q2 		$26.7K Buy
455
+3
+0.7% +$178 ﹤0.01% 385
2023
Q1 		$26.4K Buy
452
+2
+0.4% +$114 0.01% 395
2022
Q4 		$25.5K Buy
450
+2
+0.4% +$107 0.01% 387
2022
Q3 		$22K Buy
448
+3
+0.7% +$157 ﹤0.01% 382
2022
Q2 		$23K Buy
445
+2
+0.5% +$102 ﹤0.01% 384
2022
Q1 		$23K Buy
443
+4
+0.9% +$223 ﹤0.01% 425
2021
Q4 		$27K Buy
439
+3
+0.7% +$178 ﹤0.01% 453
2021
Q3 		$27K Buy
436
+30
+7% +$1.91K ﹤0.01% 456
2021
Q2 		$27K Buy
406
+2
+0.5% +$133 ﹤0.01% 466
2021
Q1 		$25K Buy
404
+164
+68% +$10.4K ﹤0.01% 471
2020
Q4 		$16K Sell
240
-63
-21% -$4.27K ﹤0.01% 499
2020
Q3 		$21K Buy
303
+2
+0.7% +$133 ﹤0.01% 413
2020
Q2 		$19K Buy
+301
New +$18K ﹤0.01% 419
2018
Q4 		– Sell
-4,444
Closed -$275K – 758
2018
Q3 		$275K Buy
+4,444
New +$280K 0.09% 114
2013
Q4 		– Sell
-120
Closed -$5K – 653
2013
Q3 		$5K Buy
+120
New +$5.44K ﹤0.01% 460

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focused Wealth Management's UL Position: Q1 2024 in Review

Focused Wealth Management sold out of Unilever (UL) in Q1 2024, closing a stake of 461 shares — an estimated $25.1K sold.

Focused Wealth Management first reported a position in UL in Q3 2013 and held it in 17 quarters. The position peaked at $275K in Q3 2018. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Focused Wealth Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 461 Unilever shares in Q1 2024, an estimated $25.1K.
  • Focused Wealth Management first reported a position in Unilever in Q3 2013 and held it in 17 quarters.
  • Focused Wealth Management's Unilever position peaked at $275K in Q3 2018.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.