GIA
UL icon

Goodwin Investment Advisory’s Unilever UL Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-133
Closed -$7.55K – 203
2022
Q4 		$7.55K Sell
133
-279
-68% -$14.9K 0.01% 163
2022
Q3 		$20K Buy
+412
New +$21.5K 0.02% 125
2022
Q2 		– Sell
-133
Closed -$7K – 228
2022
Q1 		$7K Buy
+133
New +$7.4K ﹤0.01% 158

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Goodwin Investment Advisory's UL Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Unilever (UL) in Q1 2023, closing a stake of 133 shares — an estimated $7.55K sold.

Goodwin Investment Advisory first reported a position in UL in Q1 2022 and held it in 3 quarters. The position peaked at $20K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold UL as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Unilever position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 133 Unilever shares in Q1 2023, an estimated $7.55K.
  • Goodwin Investment Advisory first reported a position in Unilever in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Unilever position peaked at $20K in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held Unilever as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.