Global Assets Advisory’s Unilever UL Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-1,177	Closed	-$66K	–	480
2024 Q1	$66K	Buy	+1,177	New	+$65.2K	0.04%	240

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Assets Advisory's UL Position: Q2 2024 in Review

Global Assets Advisory sold out of Unilever (UL) in Q2 2024, closing a stake of 1,177 shares — an estimated $66K sold.

Global Assets Advisory first reported a position in UL in Q1 2024 and held it in 1 quarter. The position peaked at $66K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

Global Assets Advisory reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 1,177 Unilever shares in Q2 2024, an estimated $66K.
Global Assets Advisory first reported a position in Unilever in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's Unilever position peaked at $66K in Q1 2024.
1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.