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Frontier Wealth Management’s Unilever UL Stock Holding History

Frontier Wealth Management’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
Q1 		– Sell
-4,985
Closed -$302K – 438
2021
Q4 		$302K Sell
4,985
-1,923
-28% -$114K 0.02% 328
2021
Q3 		$421K Buy
6,908
+768
+13% +$48.9K 0.03% 283
2021
Q2 		$404K Sell
6,140
-342
-5% -$22.7K 0.03% 290
2021
Q1 		$407K Sell
6,482
-654
-9% -$41.6K 0.03% 267
2020
Q4 		$485K Buy
7,136
+2,220
+45% +$151K 0.04% 236
2020
Q3 		$341K Hold
4,916
– – 0.03% 270
2020
Q2 		$303K Buy
4,916
+383
+8% +$22.9K 0.03% 275
2020
Q1 		$258K Buy
4,533
+977
+27% +$61.3K 0.04% 234
2019
Q4 		$229K Sell
3,556
-521
-13% -$34.6K 0.04% 265
2019
Q3 		$276K Hold
4,077
– – 0.04% 253
2019
Q2 		$284K Hold
4,077
– – 0.04% 250
2019
Q1 		$265K Sell
4,077
-384
-9% -$23.4K 0.04% 297
2018
Q4 		$262K Sell
4,461
-1,689
-27% -$102K 0.04% 285
2018
Q3 		$380K Buy
6,150
+60
+1% +$3.78K 0.04% 265
2018
Q2 		$379K Sell
6,090
-66
-1% -$4.1K 0.05% 252
2018
Q1 		$385K Buy
6,156
+1,537
+33% +$93.5K 0.05% 262
2017
Q4 		$288K Sell
4,619
-929
-17% -$58.9K 0.05% 276
2017
Q3 		$362K Sell
5,548
-625
-10% -$40.2K 0.05% 270
2017
Q2 		$376K Sell
6,173
-178
-3% -$10.6K 0.06% 263
2017
Q1 		$353K Sell
6,351
-89
-1% -$4.5K 0.05% 275
2016
Q4 		$295K Sell
6,440
-49
-0.8% -$2.28K 0.05% 286
2016
Q3 		$346K Hold
6,489
– – 0.05% 257
2016
Q2 		$350K Buy
6,489
+533
+9% +$27.4K 0.06% 258
2016
Q1 		$303K Buy
+5,956
New +$290K 0.03% 254

Other funds holding UL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Frontier Wealth Management's UL Position: Q1 2022 in Review

Frontier Wealth Management sold out of Unilever (UL) in Q1 2022, closing a stake of 4,985 shares — an estimated $302K sold.

Frontier Wealth Management first reported a position in UL in Q1 2016 and held it in 24 quarters. The position peaked at $485K in Q4 2020. 1,021 funds tracked by Wall St. Rank hold UL as of Q1 2022.

  • Frontier Wealth Management reported no remaining Unilever position as of Q1 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 4,985 Unilever shares in Q1 2022, an estimated $302K.
  • Frontier Wealth Management first reported a position in Unilever in Q1 2016 and held it in 24 quarters.
  • Frontier Wealth Management's Unilever position peaked at $485K in Q4 2020.
  • 1,021 funds tracked by Wall St. Rank held Unilever as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.