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Gilliland Jeter Wealth Management’s Unilever UL Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-86
Closed -$6.3K – 604
2024
Q3 		$6.3K Hold
86
– – ﹤0.01% 494
2024
Q2 		$5.33K Hold
86
– – ﹤0.01% 505
2024
Q1 		$4.87K Buy
+86
New +$4.76K ﹤0.01% 497

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gilliland Jeter Wealth Management's UL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Unilever (UL) in Q4 2024, closing a stake of 86 shares — an estimated $6.3K sold.

Gilliland Jeter Wealth Management first reported a position in UL in Q1 2024 and held it in 3 quarters. The position peaked at $6.3K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 86 Unilever shares in Q4 2024, an estimated $6.3K.
  • Gilliland Jeter Wealth Management first reported a position in Unilever in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Unilever position peaked at $6.3K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.