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Fortis Capital Advisors’s Unilever UL Stock Holding History

Fortis Capital Advisors’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
2023
Q2 		– Sell
-43
Closed -$2.49K – 588
2023
Q1 		$2.49K Sell
43
-416
-91% -$23.6K ﹤0.01% 555
2022
Q4 		$26K Buy
+459
New +$24.6K 0.02% 374

Other funds holding UL

Wellington Management Group
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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Capital Advisors's UL Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Unilever (UL) in Q2 2023, closing a stake of 43 shares — an estimated $2.49K sold.

Fortis Capital Advisors first reported a position in UL in Q4 2022 and held it in 2 quarters. The position peaked at $26K in Q4 2022. 1,083 funds tracked by Wall St. Rank hold UL as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Unilever position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 43 Unilever shares in Q2 2023, an estimated $2.49K.
  • Fortis Capital Advisors first reported a position in Unilever in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Unilever position peaked at $26K in Q4 2022.
  • 1,083 funds tracked by Wall St. Rank held Unilever as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.