Global Wealth Management Investment Advisory’s Unilever UL Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-32	Closed	-$1.75K	–	413
2023 Q4	$1.75K	Hold	32	–	–	﹤0.01%	408
2023 Q3	$1.78K	Hold	32	–	–	﹤0.01%	387
2023 Q2	$1.88K	Buy	+32	New	+$1.9K	﹤0.01%	392
2022 Q3	–	Sell	-50	Closed	-$3K	–	450
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	397
2022 Q1	$3K	Sell	50 -52	-51%	-$2.89K	﹤0.01%	402
2021 Q4	$6K	Sell	102 -56	-35%	-$3.33K	﹤0.01%	347
2021 Q3	$10K	Sell	158 -23,875	-99%	-$1.52M	﹤0.01%	319
2021 Q2	$1.58M	Buy	24,033 +1,023	+4%	+$68K	0.53%	68
2021 Q1	$1.45M	Buy	23,010 +3,298	+17%	+$210K	0.52%	67
2020 Q4	$1.34M	Buy	19,712 +19,690	+89,500%	+$1.34M	0.52%	67
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	400
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	582
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	573
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	579
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	543
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	598
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	652
2018 Q4	$1K	Buy	+22	New	+$1.33K	﹤0.01%	675

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Wealth Management Investment Advisory's UL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Unilever (UL) in Q1 2024, closing a stake of 32 shares — an estimated $1.75K sold.

Global Wealth Management Investment Advisory first reported a position in UL in Q4 2018 and held it in 18 quarters. The position peaked at $1.58M in Q2 2021. 1,094 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 32 Unilever shares in Q1 2024, an estimated $1.75K.
Global Wealth Management Investment Advisory first reported a position in Unilever in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Unilever position peaked at $1.58M in Q2 2021.
1,094 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.