Godshalk Welsh Capital Management’s Unilever UL Stock Holding History

Godshalk Welsh Capital 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 Q1	–	Sell	-7,533	Closed	-$411K	–	124
2023 Q4	$411K	Sell	7,533 -4,391	-37%	-$237K	0.3%	83
2023 Q3	$663K	Sell	11,924 -1,165	-9%	-$67.3K	0.5%	65
2023 Q2	$768K	Buy	13,089 +1,511	+13%	+$89.7K	0.53%	64
2023 Q1	$676K	Buy	11,578 +1,467	+15%	+$83.3K	0.48%	72
2022 Q4	$573K	Buy	10,111 +650	+7%	+$34.8K	0.42%	76
2022 Q3	$467K	Buy	9,461 +5,239	+124%	+$274K	0.34%	78
2022 Q2	$218K	Buy	+4,222	New	+$215K	0.16%	112

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

Godshalk Welsh Capital Management's UL Position: Q1 2024 in Review

Godshalk Welsh Capital Management sold out of Unilever (UL) in Q1 2024, closing a stake of 7,533 shares — an estimated $411K sold.

Godshalk Welsh Capital Management first reported a position in UL in Q2 2022 and held it in 7 quarters. The position peaked at $768K in Q2 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Godshalk Welsh Capital Management reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Godshalk Welsh Capital Management sold 7,533 Unilever shares in Q1 2024, an estimated $411K.
Godshalk Welsh Capital Management first reported a position in Unilever in Q2 2022 and held it in 7 quarters.
Godshalk Welsh Capital Management's Unilever position peaked at $768K in Q2 2023.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2024, filed 15 May 2024.