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Fortitude Advisory Group’s Unilever UL Stock Holding History

Fortitude Advisory 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
2024
Q1 		– Sell
-4,326
Closed -$236K – 236
2023
Q4 		$236K Sell
4,326
-99
-2% -$5.34K 0.14% 168
2023
Q3 		$246K Buy
4,425
+232
+6% +$13.4K 0.17% 143
2023
Q2 		$246K Buy
4,193
+14
+0.3% +$831 0.18% 150
2023
Q1 		$244K Hold
4,179
– – 0.19% 150
2022
Q4 		$237K Buy
+4,179
New +$224K 0.2% 157
2022
Q3 		– Sell
-3,970
Closed -$205K – 216
2022
Q2 		$205K Buy
3,970
+13
+0.3% +$662 0.19% 171
2022
Q1 		$203K Buy
3,957
+1,114
+39% +$62K 0.11% 195
2021
Q4 		$172K Buy
+2,843
New +$169K 0.09% 227

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

Fortitude Advisory Group's UL Position: Q1 2024 in Review

Fortitude Advisory Group sold out of Unilever (UL) in Q1 2024, closing a stake of 4,326 shares — an estimated $236K sold.

Fortitude Advisory Group first reported a position in UL in Q4 2021 and held it in 8 quarters. The position peaked at $246K in Q3 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Fortitude Advisory Group reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,326 Unilever shares in Q1 2024, an estimated $236K.
  • Fortitude Advisory Group first reported a position in Unilever in Q4 2021 and held it in 8 quarters.
  • Fortitude Advisory Group's Unilever position peaked at $246K in Q3 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.