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Gerber Kawasaki Wealth & Investment Management’s Unilever UL Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1,611
Closed -$98K – 1056
2021
Q3 		$98K Buy
+1,611
New +$103K 0.01% 244
2018
Q1 		– Sell
-7,613
Closed -$474K – 126
2017
Q4 		$474K Buy
7,613
+929
+14% +$58.9K 0.16% 70
2017
Q3 		$429K Buy
+6,684
New +$430K 0.16% 74

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Unilever (UL) in Q4 2021, closing a stake of 1,611 shares — an estimated $98K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UL in Q3 2017 and held it in 3 quarters. The position peaked at $474K in Q4 2017. 1,098 funds tracked by Wall St. Rank hold UL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Unilever position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,611 Unilever shares in Q4 2021, an estimated $98K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Unilever in Q3 2017 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Unilever position peaked at $474K in Q4 2017.
  • 1,098 funds tracked by Wall St. Rank held Unilever as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.