FormulaFolio Investments’s Unilever UL Stock Holding History

FormulaFolio Investments’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	-2,998	Closed	-$204K	–	789
2020 Q4	$204K	Buy	+2,998	New	+$203K	﹤0.01%	632
2020 Q3	–	Sell	-3,530	Closed	-$218K	–	339
2020 Q2	$218K	Sell	3,530 -822	-19%	-$49.1K	0.01%	268
2020 Q1	$248K	Sell	4,352 -169	-4%	-$10.6K	0.01%	243
2019 Q4	$291K	Hold	4,521	–	–	0.01%	310
2019 Q3	$306K	Sell	4,521 -55	-1%	-$3.81K	0.01%	280
2019 Q2	$319K	Buy	4,576 +585	+15%	+$39.7K	0.01%	265
2019 Q1	$259K	Buy	+3,991	New	+$243K	0.01%	283

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

FormulaFolio Investments's UL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Unilever (UL) in Q1 2021, closing a stake of 2,998 shares — an estimated $204K sold.

FormulaFolio Investments first reported a position in UL in Q1 2019 and held it in 7 quarters. The position peaked at $319K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

FormulaFolio Investments reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,998 Unilever shares in Q1 2021, an estimated $204K.
FormulaFolio Investments first reported a position in Unilever in Q1 2019 and held it in 7 quarters.
FormulaFolio Investments's Unilever position peaked at $319K in Q2 2019.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.