FourThought Financial’s Unilever UL Stock Holding History

FourThought Financial’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 Q3	$49K	Buy	993 +50	+5%	+$2.61K	0.01%	619
2022 Q2	$49K	Buy	943 +201	+27%	+$10.2K	0.01%	615
2022 Q1	$38K	Hold	742	–	–	﹤0.01%	743
2021 Q4	$45K	Hold	742	–	–	0.01%	691
2021 Q3	$45K	Hold	742	–	–	0.01%	722
2021 Q2	$48K	Hold	742	–	–	0.01%	722
2021 Q1	$46K	Sell	742 -65	-8%	-$4.14K	0.01%	709
2020 Q4	$54K	Buy	+807	New	+$54.8K	0.01%	646

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's UL Position: Q3 2022 in Review

FourThought Financial increased its Unilever (UL) stake by 5.3% in Q3 2022, buying an estimated $2.61K and bringing the position to 993 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #619.

FourThought Financial first reported a position in UL in Q4 2020 and has held it in 8 quarters since. The position peaked at $54K in Q4 2020. 1,020 funds tracked by Wall St. Rank hold UL as of Q3 2022.

FourThought Financial held 993 shares of Unilever worth $49K as of Q3 2022.
FourThought Financial bought 50 Unilever shares in Q3 2022, an estimated $2.61K.
Unilever made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #619 holding.
FourThought Financial first reported a position in Unilever in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Unilever position peaked at $54K in Q4 2020.
1,020 funds tracked by Wall St. Rank held Unilever as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.