Gamble Jones Investment Counsel’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$984K Sell
17,376
-2,171
-11% -$116K 0.07% 113
2022
Q3
$964K Sell
19,547
-944
-5% -$49.3K 0.08% 111
2022
Q2
$1.06M Sell
20,491
-1,129
-5% -$57.5K 0.08% 107
2022
Q1
$1.11M Sell
21,620
-3,052
-12% -$170K 0.07% 112
2021
Q4
$1.49M Sell
24,672
-950
-4% -$56.4K 0.09% 102
2021
Q3
$1.56M Sell
25,622
-1,080
-4% -$68.8K 0.1% 97
2021
Q2
$1.76M Sell
26,702
-206
-0.8% -$13.7K 0.11% 94
2021
Q1
$1.69M Sell
26,908
-812
-3% -$51.7K 0.11% 96
2020
Q4
$1.88M Buy
27,720
+18,324
+195% +$1.24M 0.13% 90
2020
Q3
$652K Buy
9,396
+28
+0.3% +$1.87K 0.05% 134
2020
Q2
$578K Sell
9,368
-130
-1% -$7.77K 0.05% 136
2020
Q1
$540K Sell
9,498
-404
-4% -$25.3K 0.05% 138
2019
Q4
$637K Sell
9,902
-511
-5% -$33.9K 0.05% 148
2019
Q3
$704K Sell
10,413
-1,007
-9% -$69.8K 0.06% 138
2019
Q2
$796K Buy
11,420
+4
+0% +$271 0.07% 129
2019
Q1
$741K Sell
11,416
-135
-1% -$8.22K 0.07% 132
2018
Q4
$679K Sell
11,551
-776
-6% -$46.8K 0.07% 133
2018
Q3
$762K Sell
12,327
-1,197
-9% -$75.5K 0.07% 137
2018
Q2
$841K Sell
13,524
-539
-4% -$33.5K 0.08% 126
2018
Q1
$879K Sell
14,063
-1,529
-10% -$93K 0.09% 129
2017
Q4
$971K Sell
15,592
-83
-0.5% -$5.26K 0.09% 124
2017
Q3
$1.02M Sell
15,675
-201
-1% -$12.9K 0.1% 117
2017
Q2
$967K Sell
15,876
-921
-5% -$54.9K 0.1% 123
2017
Q1
$932K Buy
16,797
+186
+1% +$9.41K 0.1% 125
2016
Q4
$761K Buy
16,611
+3,136
+23% +$146K 0.08% 140
2016
Q3
$719K Sell
13,475
-43
-0.3% -$2.27K 0.08% 141
2016
Q2
$729K Buy
13,518
+148
+1% +$7.6K 0.08% 134
2016
Q1
$680K Sell
13,370
-633
-5% -$30.8K 0.08% 141
2015
Q4
$679K Sell
14,003
-753
-5% -$36.7K 0.07% 145
2015
Q3
$677K Sell
14,756
-1,847
-11% -$88.3K 0.08% 145
2015
Q2
$802K Sell
16,603
-76
-0.5% -$3.76K 0.08% 141
2015
Q1
$783K Sell
16,679
-445
-3% -$21.3K 0.08% 145
2014
Q4
$780K Buy
17,124
+1,835
+12% +$84.2K 0.08% 146
2014
Q3
$721K Sell
15,289
-1,499
-9% -$74K 0.08% 142
2014
Q2
$856K Buy
16,788
+550
+3% +$27.6K 0.1% 136
2014
Q1
$781K Buy
16,238
+1,249
+8% +$56.4K 0.09% 134
2013
Q4
$695K Buy
14,989
+1,193
+9% +$53.4K 0.08% 141
2013
Q3
$599K Buy
13,796
+6,352
+85% +$288K 0.08% 145
2013
Q2
$339K Buy
+7,444
New +$354K 0.04% 186

Other funds holding UL

Gamble Jones Investment Counsel's UL Position: Q4 2022 in Review

Gamble Jones Investment Counsel reduced its Unilever (UL) stake by 11% in Q4 2022, selling an estimated $116K and leaving 17,376 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #113.

Gamble Jones Investment Counsel first reported a position in UL in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.88M in Q4 2020. 1,105 funds tracked by Wall St. Rank hold UL as of Q4 2022.

  • Gamble Jones Investment Counsel held 17,376 shares of Unilever worth $984K as of Q4 2022.
  • Gamble Jones Investment Counsel sold 2,171 Unilever shares in Q4 2022, an estimated $116K.
  • Unilever made up 0.07% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #113 holding.
  • Gamble Jones Investment Counsel first reported a position in Unilever in Q2 2013 and has held it in 39 quarters since.
  • Gamble Jones Investment Counsel's Unilever position peaked at $1.88M in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Unilever as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.