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Fortem Financial Group’s Unilever UL Stock Holding History

Fortem Financial 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
2022
Q2 		– Sell
-24,413
Closed -$1.25M – 205
2022
Q1 		$1.25M Buy
24,413
+13,995
+134% +$779K 0.55% 78
2021
Q4 		$630K Sell
10,418
-2,912
-22% -$173K 0.29% 106
2021
Q3 		$813K Buy
13,330
+328
+3% +$20.9K 0.41% 88
2021
Q2 		$856K Buy
13,002
+1,988
+18% +$132K 0.43% 85
2021
Q1 		$692K Sell
11,014
-3,650
-25% -$232K 0.4% 84
2020
Q4 		$996K Buy
+14,664
New +$995K 0.6% 62

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Hotchkis & Wiley Capital Management
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Fortem Financial Group's UL Position: Q2 2022 in Review

Fortem Financial Group sold out of Unilever (UL) in Q2 2022, closing a stake of 24,413 shares — an estimated $1.25M sold.

Fortem Financial Group first reported a position in UL in Q4 2020 and held it in 6 quarters. The position peaked at $1.25M in Q1 2022. 1,057 funds tracked by Wall St. Rank hold UL as of Q2 2022.

  • Fortem Financial Group reported no remaining Unilever position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 24,413 Unilever shares in Q2 2022, an estimated $1.25M.
  • Fortem Financial Group first reported a position in Unilever in Q4 2020 and held it in 6 quarters.
  • Fortem Financial Group's Unilever position peaked at $1.25M in Q1 2022.
  • 1,057 funds tracked by Wall St. Rank held Unilever as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.